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

To: Spekulatius who wrote (76303)10/6/2024 8:32:33 AM
From: Harshu Vyas  Respond to of 78748
 
I try not to use forward multiples because sometimes some of the smaller names won't have analysts etc. Means you could miss out on some names (which I feel you have). Out of the names you had on the previous slide, KETL was one I looked at, but passed based on the management.

Also, I kept financials in. I found an interesting insurance company PGH that I was looking at for a long while. Think it's slightly too expensive right now and I'm not convinced in the strategy, but I think it's definitely worth monitoring.



To: Spekulatius who wrote (76303)10/7/2024 2:52:30 PM
From: Sisyphus  Respond to of 78748
 
Spekulatius,

Thank you for sharing, very insightful.

TIKR makes it super easy to fine-tune multiple filters.

When screening for potential investments I take a two-step approach:
1. First, I look to identify a great business. There's not that many. See below (courtesy of Zacks).



2. Then I attempt to determine how much the market under/overprices its intrinsic value.

The greater the mis-pricing, the more apt I am to deploy capital.

Sisyphus


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