sgvalueinvestor.wordpress.com
SC | THE VALUE EDGE
https://sgvalueinvestor.wordpress.com/author/starbergporter
Driven by Same-Store Growth. II) Balance Sheet and Cash Flows:. Cash Hoard and Lumpy Cash Flows. We note the lumpy cash flows under Free Cash Flow (2) if we were to consider working capital changes and it is indeed a stark contrast to the FCF before working capital changes. We had 2 primary thoughts on this one, why is this so? And two, is it a concern? If we were to be owners of THG, one key question would be ‘How does THG compete? What makes THG stand out from the rest? Inventory management aside, the ...
sgvalueinvestor.wordpress.com
Tee Leng Goh | THE VALUE EDGE
https://sgvalueinvestor.wordpress.com/author/sgvalueinvestor
Author: Tee Leng Goh. Given how we are constantly aiming to improve this platform, for these couple of days, there would be no new blog posts put up to ensure the successful migration of data. Going forward, our site would only be accessible via http:/ www.value-edge.com. Instead of http:/ www.sgvalueinvestor.wordpress.com. Thanks for your continuous support and encouragement! August 12, 2014. By Tee Leng Goh. Using A Net-Net Strategy. Of course, words are all meaningless without results to back it up.
sgvalueinvestor.wordpress.com
The Value Edge | THE VALUE EDGE
https://sgvalueinvestor.wordpress.com/2014/08/12/the-value-edge
Given how we are constantly aiming to improve this platform, for these couple of days, there would be no new blog posts put up to ensure the successful migration of data. Going forward, our site would only be accessible via http:/ www.value-edge.com. Instead of http:/ www.sgvalueinvestor.wordpress.com. Thanks for your continuous support and encouragement! August 12, 2014. By Tee Leng Goh. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:.
sgvalueinvestor.wordpress.com
Disclaimer | THE VALUE EDGE
https://sgvalueinvestor.wordpress.com/disclaimer
All personal opinions published in this blog are the author’s own and do not represent any other individual, group or business. All posts made may be edited in the future. The author does not take responsibility for any factual inaccuracies made. The author also does not take responsibility for any comments made by visitors. The author does not take any responsibility whatsoever for any loss or damage of any kind made arising from opinions or facts derived from this blog. Leave a Reply Cancel reply.
sgvalueinvestor.wordpress.com
The Hour Glass | THE VALUE EDGE
https://sgvalueinvestor.wordpress.com/2014/08/08/the-hour-glass
Driven by Same-Store Growth. II) Balance Sheet and Cash Flows:. Cash Hoard and Lumpy Cash Flows. We note the lumpy cash flows under Free Cash Flow (2) if we were to consider working capital changes and it is indeed a stark contrast to the FCF before working capital changes. We had 2 primary thoughts on this one, why is this so? And two, is it a concern? If we were to be owners of THG, one key question would be ‘How does THG compete? What makes THG stand out from the rest? Inventory management aside, the ...
sgvalueinvestor.wordpress.com
Using A Net-Net Strategy | THE VALUE EDGE
https://sgvalueinvestor.wordpress.com/2014/08/05/using-a-net-net-strategy
Using A Net-Net Strategy. Over the years of investing, my partner and I have experimented with various valuation models. From the simplest of just investing based on dividend yields to one of the most complex models by Colombia Business School. The purpose of my article today is not about sharing all the various models we have used but just one the NCAV strategy. Of course, words are all meaningless without results to back it up. Credits are given to Jae Jun of Old School Value. Net Current Asset Value.