my Value Idea

November 30, 2007

Investment Tools

Industry Specific Analysis Issues:
  • Strategic Errors by management
  • Retail Business Analysis, Part 1
  • Retail Business Analysis, Part 2
  • Business Screens
  • What Business to Buy Questionnaire Template.
  • Brands as Competitive Advantage
  • Analyzing Consumer Packaged Goods Company

Valuation Technologies:
  • Earning Power Value (EPV) valuation technology presentation by Prof. Greenwald
  • PPT Presentation by Prof. Greenwald on Valuation.
  • Discounted Free Cash Flow Technique
  • Asset Reproductive value and EPV: Guide.
  • Martin Whitman on Valuation approach
  • Seth Klarman Book, Margin f Safety.

Valuation Tools:
  • Valuation Templates from Damodaran
  • My Free Cash Flow Discount Valuation template

Online Links and Articles:
  • Investment Wisdom and Human Values
  • Three Simple Methods of Common-Stock Selection by Benjamin Graham

Other:
  • My Analysis Game Plan
  • My Portfolio Management Discipline
  • Investing Errors I made
  • My Core Competence
  • Investing Skills
Posted by Sami at 6:43 PM
Labels: Investment tools

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      • Investment Beliefs
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      • Credit yet Again
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      • Off Balance Sheet SIV Exposure
      • HD vs LOW- Valuation- Part 3
      • Worth Reading
      • LOW vs. HD Economics- Part 2
      • Credit Again
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      • Value Trap
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      • Buy low....Sell high
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      • Value Investing vs. Price Decline
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      • HD vs. LOW: Is there any value? Part 1
      • $43 Billion in write downs and counting for Banks
      • Bank write Downs...is it over?
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      • Financials: Do what I say not what I do…
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