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

To: rbgibbons who wrote (75902)	7/29/2024 2:03:30 AM
From: bruwin	Respond to of 78775

Well, I can only refer back to my original post ------> Message 34755981 .... where INVESTOPEDIA clearly stated that "the value of a company's net tangible assets may also be referred to as its *book value*". It then defined "book value" of a business as "Total Assets - Total Liabilities". That, in turn, is synonymous with "Total Shareholders Equity" on the Balance Sheet. That's why I further suggested that maybe INVESTOPEDIA and Perplexity AI should have a "Chat" and resolve their apparent differences regarding their definition of Net Tangible Assets {;-)

To: rbgibbons who wrote (75902)	7/29/2024 7:49:00 AM
From: E_K_S	Respond to of 78775

Re: BV vs Tangible Assets I looked at several Youtube videos where Buffett talks specifically about a company's tangible assets. It's interesting to hear his take on this especially as he explains how Goodwill s/d really just be looked at a 'zero' value when evaluating the future performance of the company. He goes on to say that Goodwill & Intangible assets is the cost you have to pay to own the business. If you paid too much then you paid too much Goodwill. You need to look at both. ----------------------------------------------------- He discussed in one video his See's Candy business and how well it performed but is/was very difficult to scale. The return on it's tangible assets did extremely well (and continues to do well). FWIW, I found it interesting Buffets take on owning tangible assets during inflationary periods. Got me thinking about what I want to own during periods of Stagflation. Buffet says owning land & real-estate work well as well as company's like See's Candy.