Summary
– I said that Alibaba is a no-brainer. Here’s further reasons why.
– Deeper explanation of Alibaba’s potential growth thanks to Amazon.
– The differences between BABA and JD.
Why Alibaba Is A No-Brainer
Alibaba Is A No Brainer
Summary
– I am long Alibaba and plan to be for a long time as China and the world cannot function without Alibaba.
– Alibaba.com is an international and domestic monopoly.
– Alibaba has permeated through China’s way of living and is continuing to grow across different industries.
How Texas Instruments Is Worth $126
Summary
– A fundamental look at how Texas Instruments is a Quality & Growth investment at a fair price.
– Growth in their top segment of industrials and automotive is key to their long term business.
– Valuation using 4 different angles has the average fair value at around $126 with the lower end being $100 and upper end being $160.
These 3 Stocks Have Richly Rewarded Shareholders
What You’ll Learn
– Sales growth is a key driver of long term stock performance.
– How to screen stocks for sales growth and profit.
– LOW, NVDA, ADBE are 3 stocks that meet the sales and profit criteria with a look at how it’s been achieved.
Position Sizing Strategy for Long-Term Success
What You’ll Learn
– A different way for value investors to look at position sizing.
– Misconceptions value investors have about traders and why it’s wrong
– Guidelines for position sizing to improve your investing strategy
6 Data Driven Reasons Why Micron Has 20% Upside
What You’ll Learn
– DRAM generates huge amounts of FCF.
– Fundamental metrics are pointing in the right direction with valuation multiples showing that MU is not expensive.
– Business risks exist with MU.
– Fair value from $58 to $75 with average fair value of $66.
Why This Is Not The Time To Buy Under Armour
What You’ll Learn
– Under Armour needs to improve performance and it has to be reflected in the financials first.
– Issues with inventory management. Quality factors are on the low end.
– Optimistic valuation is near current price.
The Yellowstone Factor: Minimizing Downside Risk
This is a summary of Mohnish Pabrai’s excellent take on the Yellowstone factor and how you can minimize downside risk.
Warren Buffett’s Words in 1974
What You’ll Learn
– What was Buffett saying in 1974?
– His simple tips to buy stocks
Let’s go back to 1974. The stock market had crashed from 1973 to the end of 1974 and an interview with Buffett was published in Forbes.
Here’s what 1973 to the end of 1974 looked like where the Dow crashed approx 45%.
Why Facebook Is Still Not Worth $174
What You’ll Learn
– The media had its fun during the month-long stint and is grasping at straws for attention.
– Master of Valuation Prof. Damodaran’s take on Facebook.
– Another look at Facebook’s valuation using a different valuation technique showing the fair value is around $210.
