Discover and read the best of Twitter Threads about #intrinsicvalue
Most recents (2)
1 New to investing?
2 Confused by #fintwit jargon?
3 Do we trust people presenting “valuation” to know what they don't know?
(Hint: “my-laser-eyed-golden-skin-ape-pic-is-worth-at-least-twice-your-diamond-skin-ape-pic” = relative pricing. Not valuation)
Follow #PiggyBack🧵
1/X
2 Confused by #fintwit jargon?
3 Do we trust people presenting “valuation” to know what they don't know?
(Hint: “my-laser-eyed-golden-skin-ape-pic-is-worth-at-least-twice-your-diamond-skin-ape-pic” = relative pricing. Not valuation)
Follow #PiggyBack🧵
1/X
Equity = Assets - Liabilities
But what asset and liability values are we going to use?
The answer as always: it depends on what we are going to use it for.
Here is a summary of equity metrics, from the most conservative:
2/X
But what asset and liability values are we going to use?
The answer as always: it depends on what we are going to use it for.
Here is a summary of equity metrics, from the most conservative:
2/X
Price/”Net-Net” Working Capital (P/NNWC)
Classic Graham/Dodd strategy
Assumes: Use only most liquid current assets, deduct subjective discounts.
Conditions (often missed in screens):
1) Not consuming assets (melting ice cube/negative cash-flow)
2) Historical profitability
3/X
Classic Graham/Dodd strategy
Assumes: Use only most liquid current assets, deduct subjective discounts.
Conditions (often missed in screens):
1) Not consuming assets (melting ice cube/negative cash-flow)
2) Historical profitability
3/X
Time for a very short story !!
Once a 14 year old kid, who used to deliver newspapers, told his family friend that if he doesn't become a millionaire by the age of 30, he'll jump of the tallest building of his city !
Sadly, he didn't become a millionaire by 30 ! 😔
1/n
#story
Once a 14 year old kid, who used to deliver newspapers, told his family friend that if he doesn't become a millionaire by the age of 30, he'll jump of the tallest building of his city !
Sadly, he didn't become a millionaire by 30 ! 😔
1/n
#story
I'm sure nobody even remembered his outrageous claim after 16 years but that child.....that child is now the age of your grandpa and is worth $85 Billion !!! 😮
He is the legend himself - Warren Buffett !
A short thread on Warren Buffett !
2/n
#WarrenBuffett
He is the legend himself - Warren Buffett !
A short thread on Warren Buffett !
2/n
#WarrenBuffett
Warren Edward Buffett, also known as the "Oracle of Omaha" is the 4th richest man in the world as I'm writing this.
Born in 1930, in Omaha, USA, he went from being a newspaper delivery boy to the owner of Berkshire Hathaway, a $526 B conglomerate !
3/n
#Omaha
Born in 1930, in Omaha, USA, he went from being a newspaper delivery boy to the owner of Berkshire Hathaway, a $526 B conglomerate !
3/n
#Omaha
