myinvestingnotes.blogspot.my (Bullbear Buffett Stock Investing Notes)

Keep INVESTING Simple and Safe (KISS) ****Investment Philosophy, Strategy and various Valuation Methods**** The same forces that bring risk into investing in the stock market also make possible the large gains many investors enjoy. It’s true that the fluctuations in the market make for losses as well as gains but if you have a proven strategy and stick with it over the long term you will be a winner!****Warren Buffett: Rule No. 1 - Never lose money. Rule No. 2 - Never forget Rule No. 1.

Analysing a company's future performance and estimating its value

Valuation Model should be tested for Validity and Sensitivity to Various Inputs and Economic Forecasts

Flexibility: The inclusion of flexibility into the analysis is generally more relevant in the valuation of individual businesses and projects.

Three common approaches employed in the stock market: Value investing, Growth Investing and Technical Investing

Corporate Portfolio Strategy. Constructing a portfolio of businesses.

Cross-Border Valuation

Valuing High Growth Companies

Valuing companies in Emerging Markets

Valuing Banks

Valuing Cyclical Companies

Capital Structure, Dividends and Share Repurchases

Divestitures: Managers should devote as much time to divestitures as they do to acquisitions.

Alternative Measures of Return on Capital

Computing Operating Taxes

Leases, Retirement Obligations and Receivables Accounting

Non-operating items, Provisions and Reserves

Reorganizing the Financial Statements

Using Multiples

From Enterprise Value to Value per Share

Analysing Performance begins with an analysis of the Key Drivers of Value: ROIC and Revenue Growth.