Seth Klarman's Three Methods Of Valuation

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() [Seth Klarman's Three Methods Of Valuation](=) There are three primary tools investors can use to value businesses according to Baupost's Seth Klarman. Speaking at a lecture at the Columbia Businesses School before the financial crisis, the value manager declared that while investors have a range of valuation tools available to them, three, in particular, are the most useful. […] [Read More](=) [Recession Warning Sirens: Review Your Investments Now](=) Investors need to revise their portfolios sooner rather than later after the Bank of England flags up a long and deep recession on the horizon, says the CEO of one of the world’s largest independent financial advisory organizations. The warning from Nigel Green of deVere Group comes as the central bank’s Monetary Policy Committee announced […] [Read More](=) [A Buy-The-Dip Market]() In his Daily Market Notes report to investors, Louis Navellier wrote: Black Swan Imminent Stocks consolidate yesterday’s big gains, energy weaker, as earnings season winds down. Stocks rallied across the board yesterday, propelled by the continued overall positive earnings results and a relief rally that nothing happened when Pelosi visited Taiwan. The global pullback, particularly […] [Read More]() [Activision Blizzard Banks On A Flurry Of New Content](=) While the market waits on regulatory approval of Microsoft’s (NASDAQ:MSFT) takeover, Activision Blizzard (NASDAQ:ATVI) is on the verge of releasing a flurry of new content that should drive results in Q3 and Q4. Benchmark noted the content and called it a “significant” second-half catalyst that should drive growth into 2023. Names on the roster include […] [Read More](=) [Energy Transfer Is A Value Among High-Yield Energy Infrastructure]() The entire energy infrastructure complex is moving higher and Energy Transfer LP (NYSE:ET) may lead the bunch. The company’s diversified approach to energy and its reliance on fee-based income make it stand out from other energy companies and its own peers. Trading at 7.33X its earnings it is a value compared to peers like Kinder […] [Read More]() [Slowly Thinning Air](=) S&P 500 rose, driven by tech at expense of value, which is normail in economic slowdowns. The junk bond rally however stands out – a prime candidate to attract selling at the nearest whiff of risk-off. The many fundamental reasons described in Monday‘s article, remain intact, if there weren‘t geopolitical ones. Tellingly, the yield curve […] [Read More](=) [The Shade Of Sunrun – Muddy Waters]() Sunrun Inc (NASDAQ:RUN) continues the grand tradition of consultant-advised responses that largely avoid substance, yet span several pages. We herein focus the discussion on what was unsaid, and the little that was said. Earning Assets Perhaps Sunrun started this explanation on page 5 because it hoped to lose readers with technicalities about the tax code. […] [Read More]() [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523