Key Takeaways from ‘The Little Book on Valuation’ by Aswath Damodaran
“The Little Book on Valuation” by Aswath Damodaran offers a comprehensive and accessible guide that may be all an investor needs to get started conducting stock valuation. At its core, the book aims to demystify the process of valuation by presenting complex concepts in a simplified manner. Damodaran’s approachable writing style and use of real-world […]
Charles Schwab: Risks Remain, But There May Be Value
Charles Schwab is considered a best of breed financial service company with $7.38 trillion in client assets. Following the collapse of Silicon Valley Bank (SVB) and the perceived weakness in the banking system stemming from rising interest rates, Charles Schwab stock fell more than 30% on fears that it too faced potential solvency issues as […]
Disney: From Stalwart to Show-Me Story
SUMMARY: Disney’s DTC strategy has changed business from a stalwart to a show-me story. Disney’s financial performance and financial metrics have seen a dramatic shift that demonstrates the impact of the DTC business. While management has a plan for profitability for the DTC business, it is by no means a certainty. CNBC played passively […]
Should You Use I-Bonds to Protect Your Money?
I-Bonds offer a safe way to protect your money from inflation, however, it is important to understand how they work and to have a plan. There are generally two reasons to invest your money: 1) To outpace inflation, 2) To build wealth. If we examine the former, to outpace inflation, we would find that this […]
Demystifying the P/E Ratio
Get a glimpse into how to use a powerful stock analysis tool — the price to earnings ratio. Far too often, novice investors look at a company’s stock price to determine the value of a stock. Stocks that trade with a high price per share are interpreted to be expensive and lower priced stocks are […]
Finding Value in Alphabet
SUMMARY: Alphabet’s H1 2022 results have been mediocre which is reflected in the stock’s performance down 36% from its highs in July 2022. Alphabet’s management appears to be turning cautious per recent announcements in the face of uncertainty. The company’s valuation is more compelling than it’s been in years. While we should expect more turbulence […]