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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: bruwin who wrote (74601)	12/22/2023 6:09:10 PM
From: Harshu Vyas	Read Replies (2) \| Respond to of 78910

1. Impairment charges = big losses. (Ex-management are to blame for making value-destructive acquisitions.) Be careful of software or services such as the one you're using. It's LTM so that impairment charge taken in the fourth qtr is still showing up. Go directly to the source. Losses aren't increasing but I'll admit that margins have fallen. There's some environmental litig and smaller impairments that have affected WWW so you also have to adjust for that. YTD WWW have made a $50m net profit which is "bad" by their standards. This is a small cap cyclical after all - they were bound to trip up somewhere. 2. What do you mean prices can only go up? Do you mean inflation? I don't get the question. I mentioned in my piece that I don't know what the economic outlook looks like and I care about the company, not the macro. 3. Divestitures. Free cash flow. Improved balance sheet. Continued/increased dividend. Margin improvement. As I alluded to in my piece, maybe it gets worse before it gets better but I'm confident in management from what I've read and listened to.