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Qualitative vs. Quantitative Value Investing
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12 hrs ago
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Value Stock Geek
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Qualitative vs. Quantitative Value Investing
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1
Christian Ryther - Curreen Capital
Listen now (37 mins) | Christian Ryther is a value investor and ultramarathoner who manages money via Curreen Capital. Curreen Capital seeks out ‘ugly…
Sep 20
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Value Stock Geek
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Christian Ryther - Curreen Capital
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Copart (CPRT)
Key Statistics EV/EBIT = 27x ROE = 23.2% Debt/Equity = 2% FCF Yield = 2.2% Dividend Yield = 0% Market Cap = $41.87 billion The Company Copart conducts…
Sep 17
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Value Stock Geek
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Copart (CPRT)
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2
Ethan Tucker: Real Estate & GARP Investing
Listen now (51 mins) | Ethan Tucker works in commercial real estate and runs a family investment office in Baltimore. He blogs at thegarpinvestor.com…
Sep 13
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Value Stock Geek
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Ethan Tucker: Real Estate & GARP Investing
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Electronic Arts (EA)
Key Statistics EV/EBIT = 22x ROE = 11.93% Debt/Equity = 27% FCF Yield = 5.7% Dividend Yield = .62% Market Cap = $33.12 billion The Company Electronic…
Sep 10
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Value Stock Geek
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Electronic Arts (EA)
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Edwin Dorsey: Enter the Bear Cave
Listen now (67 mins) | Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features…
Sep 6
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Value Stock Geek
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Edwin Dorsey: Enter the Bear Cave
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Norfolk Southern (NSC)
Key Statistics EV/EBIT = 15.8x ROE = 23.14% Debt/Equity = 118% FCF Yield = 3.6% Dividend Yield = 2.62% Market Capitalization = $46.85 billion The…
Sep 3
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Value Stock Geek
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Norfolk Southern (NSC)
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August 2023
Hunter (@rhunterh): Alternative Investing & the Financialization of the American Economy
Listen now (51 mins) | Hunter is an anonymous financial writer who writes the Lewis Enterprises substack. By day, he is an investment professional who…
Aug 30
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Value Stock Geek
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Hunter (@rhunterh): Alternative Investing & the Financialization of the American Economy
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Waters Corporation (WAT)
Key Statistics EV/EBIT = 21x ROE = 115% Debt/Equity = 353% FCF Yield = 2% Dividend Yield = 0% Market Cap = $16.14 billion The Company Waters Corporation…
Aug 27
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Value Stock Geek
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Waters Corporation (WAT)
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Eric Balchunas: The Bogle Effect
Listen now (49 mins) | Eric Balchunas is the Senior ETF analyst at Bloomberg, where he extensively chronicles the ETF revolution. You’ll frequently see…
Aug 23
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Value Stock Geek
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Eric Balchunas: The Bogle Effect
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Graco Inc. (GGG)
Key Statistics EV/EBIT = 20x ROE = 26.12% Debt/Equity = 7% FCF Yield = 1.3% Dividend Yield = 1.2% Market Cap = $12.75 billion The Company Graco Inc. is…
Aug 19
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Value Stock Geek
7
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Graco Inc. (GGG)
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Jeremy Schwartz: Wisdomtree & the ETF Revolution
Listen now (53 mins) | Jeremy Schwartz is the Global Chief Investment Officer of Wisdomtree. Wisdomtree is a firm that creates some extremely…
Aug 16
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Value Stock Geek
5
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Jeremy Schwartz: Wisdomtree & the ETF Revolution
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