Value investors club.

Investment Overview: Roper Technologies (“ROP” or the “Company”) is a unique collection of ~45 high quality businesses, run by an owner-operator mentality management team that has a proven track record of creating value through M&A [1]. ROP has consistently acquired market leaders in niche verticals with strong returns on tangible ...Avenel Financial Group, a merchant banking and advisory firm located in Charlotte, NC, launched a new business venture called the Co/Investor Club. The Co/Investor Club is a community of value-oriented investors that collaborate on investment opportunities and ideas. You are receiving this newsletter because you are a …MGM China produced EBITDA of $729M in 2019. Property-level disclosures show that starting 2011, the MGM Grand Macau generated $475-850M in EBITDA every year (2013-14 were particularly strong, with EBITDA >$800M; most other years, it was $500M +/- $30M). The recently opened MGM Cotai did $277M of EBITDA in 2019.Description. So, Activision Blizzard has essentially been a stock in no-man’s land since inception of this deal, and a lot of that has to do with the extended deal duration. The merger is already in its 324th day since the announcement, and likely has another 6-7 months on top of this—a rarity for typical M&A transactions.Adtalem Global Education Inc. (Jun 17) Adtalem Global Education, Inc. (Sep 20) ADTRAN INC (Jan 16) ADURO BIOTECH INC (Jan 20) ADVANCE AUTO PARTS INC (Nov 23) S. ADVANCE AUTO PARTS INC (Jul 22) ADVANCE AUTO PARTS INC (Jun 18) S. Advance Nanotek Limited (Oct 19) ADVANCED DRAINAGE SYSTEMS (Dec 15) S.

This is something Norbert Lou has discussed with regard to Quinsa, a stock he wrote up for the Value Investors Club in 2005. (As an aside, I think this is one of the best stock write ups I've ever read.) The profile of Lou by Santangel's Review notes: Punch Card kept buying shares [of Quinsa], bringing the position to over 20 per cent of capital.WIX LN’s operating metrics also compare favorably to one of its closest peers, B&Q, which is operated by publicly traded Kingfisher. Wickes’ average sales per sq. ft has improved from £186/sq ft in 2017 to £236/sq ft in 2021, and consistently outperformed B&Q’s sales productivity (~£172/sq ft in 2021). By focusing on a more curated ...Investment thesis for SPIRIT AIRLINES INC, SAVE Login. Toggle navigation. Ideas ... (ULCC) was announced, and slightly below the implied value of the Frontier offer. There is an all-cash offer almost 60% above the current trading price from Jetblue, and a few ways JBLU could still win this deal. ... Flagging an idea indicates that …

Feb 27, 2023 · 3. Mohnish Pabrai. Well-known for spending more than $650,000 for the opportunity to have lunch with Warren Buffett, Mohnish Pabrai follows the value investing dogma to a T. According to Forbes ...

Consolidated Communications Holdings, Inc. (“Consolidated” or “CNSL”) is a US telecommunications company headquartered in Mattoon, Illinois. CNSL’s equity market capitalization is about $750M, with trading liquidity on the NASDAQ Stock Exchange of $3-4M/day. The company went public in July 2005. Many value investors say that they get one or two ideas a year maybe even less. The idea of post two ideas just to stay a member seems ridiculous and has definitely watered down the quality of the posts. I wish I had heard about VIC in its heyday. Thanks for the input. r/ValueInvesting.Value investing clubs, such as the Value Investors Club, provide a platform for like-minded individuals to come together and engage in investment research, idea sharing, and networking. These clubs operate with the common goal of seeking undervalued investment opportunities and employing a value investing strategy.Interact with Top Investors; FAQ; Earn $5000; ... Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be ... Numerous asset sales are occurring close to or above book, including the vegetable division and ongoing sales of acreage in Oahu. Furthermore, Legacy Dole by itself was worth $1.35 billion TEV in a management buyout back in 2013. Total Produce was at one point worth $1 billion by itself, just before buying their 45% stake in Dole.

You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.

Value Investors Club / Where top investors share their best ideas. WARNING: Your IP (40.77.167.78) is on our block list. This mean sometime in the past there has been abusive activity towards VIC coming from this IP.

I think it used to be excellent. As a noob investor, I gained a lot from reading through pitches. In the last year or so, seems like there has been a significant decrease in quality of ideas posted: for example, I’ve seen many pitches with minimal reference to valuation. Kinda funny for a value-based site. Some posters on there are legit and ...Investment thesis for SECUREWORKS CORP, SCWX. (FY22 = YE 12/31/2022) Situation Overview. Although we are generally wary of SaaS businesses and their elevated multiples, we view SecureWorks (SCWX) as one of the most asymmetric opportunities in the market today.Value Investors Club. The undisputed king of value forums is Value Investors Club. Managed by fund manger Joel Greenblatt, the ideas are generally high quality because full membership requires a vetting process by existing members. However, you can gain free access as a guest and read ideas more than 90 days old, which, in …I’ve also added a more detailed model in the appendix. These assumptions mean Charter would generate ~$26bln of EBITDA in 2026 and ~$10.4bln of free cash flow (assuming 40% EBITDA to free cash flow conversion). Using a 9x EBITDA multiple gets us to ~$235bln EV and ~$130mm equity value. Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11052023-2026production • l.8.0 • php.7.4.33 • li880-51 • 40.77.167.235. iid:154679.

AMERICAN APPAREL INC (Feb 14) AMERICAN AXLE & MFG HOLDINGS (Apr 13) AMERICAN AXLE & MFG HOLDINGS (AXL) (Aug 23) AMERICAN BUSINESS BANK/CA (Feb 20) AMERICAN CAPITAL LTD (Jan 15) American Coastal Insurance Corporation (Aug 23) AMERICAN EQTY INVT LIFE HLDG. American Express (May 15) …Before investing, please consult a licensed professional. Any stock purchases I show on video should not be considered “investment recommendations”. I shall not be held liable for any losses you may incur for investing and trading in the stock market in attempt to mirror what I do. Investments they may decline in value and/or disappear ...We would like to show you a description here but the site won’t allow us.U S GLOBAL INVESTORS INC GROW. TheEnterprisingInvestor. 06/01/2020. FAIRFAX FINANCIAL HOLDINGS FRFHF. slim. 05/31/2020. SLACK TECHNOLOGIES INC WORK. jgalt. 05/18/2020. DECKERS OUTDOOR CORP DECK. ima. ... BJS WHSL CLUB HLDGS INC BJ. Fletch. 11/20/2018. NV5 GLOBAL INC NVEE. funkycold87. 11/07/2018. …Description. Jack Henry was founded in 1976 as a provider of core processing software for banks. They now have 6,900 employees with their headquarters in Monett, Missouri and additional offices in 24 states. Management positions have generally been stable, but they recently hired a new CFO. The CEO and Chairman is David Foss, who began at Jack ...Nintendo (~$37 billion enterprise value) is a leading Japanese multinational developer and publisher of video games and consoles. Nintendo’s video game business (~$10 billion in revenues) includes some of the most successful franchises in the world, which have remained popular over decades.THE THESIS · LC has a decent business · LC competes in a growing market, and has been taking share · LC has been “left for dead” by investors · There are some potential positive catalysts that could emerge · LC trades at a very depressed valuation We believe that LC stock has the potential to more than double from current levels, as …

BFIT is the largest company-owned chain globally. Including franchised chains, Planet Fitness is the largest with 2,410 locations and 17MM members. BFIT has a simple revenue model. BFIT generates ~97% of revenue from gym memberships and subscriptions to other ancillary products (e.g., unlimited flavored sports water).Firstly, I would go into Value Investors Club (VIC) website to check if anyone had written up a thesis on that particular stock before. For those that do not know about VIC, it is a platform where ...

I think it used to be excellent. As a noob investor, I gained a lot from reading through pitches. In the last year or so, seems like there has been a significant decrease in quality of ideas posted: for example, I’ve seen many pitches with minimal reference to valuation. Kinda funny for a value-based site. Some posters on there are legit and ...Attractive Yield and Upside to Book Value. On April 8, AGNC announced a cut its monthly dividend to $0.12/share. A $1.44/share annual dividend on $11.65 is a 12.4% yield. In the same April 8 press release, AGNC announced its estimated 3/31/20 book value of $13.60, which is a drop in YTD book value of about 23%. Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11302023-0817production • l.8.0 • php.7.4.33 • li880-51 • 40.77.167.235. iid:155199. [I=N//155199/1/1] Recognizing that revenue multiples are no longer in vogue, at the $15.90 effective conversion price – i.e. the price at which the investor would be required to purchase the shares – investors are underwriting to a 4.7x FY24 ARR multiple (year ending 1/31/24) [2].Interest expense has gone up to $260 million per year from $100 million per year then. So assume pretax income of $540 mil per year. Given the recent losses, Spirit isn’t looking to be a taxpayer anytime soon, so that’s EPS power of $540 mil/105 mil shares = $5.14 per share.NSC, by their accounting, did see the OR decline from 65.4% in ‘18 to 60.1%% by ‘21. While the actual operating ratio (excluding land sales) was 60.9% and was still some 300 bps above CSX’s (rail only) OR of 57.6%%, it was a substantial improvement from the actual 2018 Operating Ratio of 67.2%. (Squires really dipped into land sales in ...At 31,000 terminals within a few years doing potentially $4,500 ARR per terminal gets NRS to $140 million in recurring revenue. At a conservative 6-8x revenue, IDT’s 83.5% ownership in NRS would be worth between $840mm - $1.0 billion, or $27-33/share compared to a share price of $28 for ALL of IDT today.Silver dollars have been a part of American currency since the late 1700s, and they remain popular today. Whether you’re a collector or an investor, it’s important to understand the different types of silver dollars and their value. Here’s ...

Our objective is to provide short and mid term trade ideas, market analysis & commentary for active traders and investors. Posts about equities, options, forex, …

As a noob investor, I gained a lot from reading through pitches. In the last year or so, seems like there has been a significant decrease in quality of ideas posted: for example, I’ve seen many pitches with minimal reference to valuation. Kinda funny for a value-based site. Some posters on there are legit and add a lot of value (ie.

Thousands of Investment Ideas. Access to thousands of investment ideas from top investors around the world. Learn MoreValue Investors Club, Mumbai, Maharashtra, India. 8,725 likes · 24 talking about this. Guide: Investors, Entrepreneurs, and Students Wisdom from Warren Buffett, Charlie Munger and other Value Investors ClubInstead of just saying this is worth $0, if we look at a scenario where we assume 10x EBITDA-CapEx on a 2016E EBITDA number that includes tons of add-backs and is unlikely to materialize (~$1140mm Adj. EBITDA - $320mm of …Interestingly, AWE comprises ~10% of the Sutardja family’s net worth. While share liquidity for investors is somewhat limited (250K-500K shares daily), greater interest in the semiconductor sector or the company, an exit by WiseWave, and/or modest secondary sales by insiders, or a listing on the NASDAQ would increase the amount of shares ...May 18, 2022 · That said, I believe the investment is interesting to both taxable and non-taxable accounts and will present below primarily assuming a taxable account unless otherwise noted. When the Company announced the acquisition, management estimated BHOM's NAV at $5.60 per share with an opinion provide by Duff & Phelps. Investment Summary. Aritzia (“ATZ” or the “Company”) is a premium women’s apparel fashion house with multiple in-house brands focused on different clothing styles. The Company describes itself as an “Everyday Luxury” brand, with a focus on quality items at an aspirational (but not necessarily affordable) price point.Investment thesis for BEL FUSE INC, BELFB. Overview. Trading at merely ~5x EBITDA, small-cap electronic components manufacturer Bel Fuse (BELFB) has 150%+ upside over the next 3-5 years through a one-two combo of 1) their margins doubling from LTM levels while still having further room to improve to peer levels and 2) their EBITDA multiple …Business Overview. Altus Group offers a suite of software, analytics, and services to leading commercial real estate (“CRE”) industry participants. Formed in 2005 as a publicly traded income fund through the merger of three Canadian real estate consulting services firms, Altus is headquartered in Toronto and trades on the Toronto Stock ...Description. So, Activision Blizzard has essentially been a stock in no-man’s land since inception of this deal, and a lot of that has to do with the extended deal duration. The merger is already in its 324th day since the announcement, and likely has another 6-7 months on top of this—a rarity for typical M&A transactions.Description. Industrias Bachoco is the $1 Billion sales leading poultry producer in Mexico, where chicken is the number one meat. IBA is a NYSE-listed ADR that is as cheap as ever. Bachoco is the giant in an ultra-fragmented industry. * FCF roughly approximates Net income, and 2002 NI will be about $130-$140 million.

You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.A 15% CAGR over 10 years is not spread evenly over this period. Its more like +25%, +10%, -15%, + 18% and so on. Anyone who invests during a bull market thinks of it as normal and tends to extrapolate it. During such bull run making money appears to be easy. Just buy whatever is in fashion and it works.Instagram:https://instagram. temu stock forecastwhat quarters are worth more than 25 centstip dividendalfa romeo quad Gold has long been revered as a valuable and prestigious metal, sought after by individuals, investors, and even governments. Its price is subject to various factors, both global and local, that influence its value. mortgage bond marketpru dividend Interestingly, AWE comprises ~10% of the Sutardja family’s net worth. While share liquidity for investors is somewhat limited (250K-500K shares daily), greater interest in the semiconductor sector or the company, an exit by WiseWave, and/or modest secondary sales by insiders, or a listing on the NASDAQ would increase the amount of shares ...Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11302023-0817production • l.8.0 • php.7.4.33 • li880-51 • 40.77.167.235. iid:155199. [I=N//155199/1/1] good dollar stocks Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed. ... You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your ...Club Car is a manufacturer of golf cars and other utility vehicles. It’s important to have the owner’s manual for your Club Car to ensure proper maintenance and usage. Club Car produced the very first golf car equipped with a steering wheel...View Options. The Value Investors Club brings together Wall Street pros and individual investors with top-notch stock picks.