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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (78391)10/28/2025 5:09:00 PM
From: Sean Collett1 Recommendation

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<< And the "qualification" of a Value Stock revolves primarily around its price being less than its Book Value per share>>

I am not so sure I would hang the value criteria only around BV. From my view the cash flows of the enterprise are more important than the book value.

Guess if one is focused on solvency then BV matters but I challenge half the accounting stuff on the books is inflated or irrelevant when rubber meets the road anyway. BV matters more for some companies more than others, but cash flows matter for them all.

If market drops and majority of stocks with it, I am looking for those with the cash flows to sustain the business.

-Sean
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