Why would anyone go after zoom? The space is crowded enough. Did he buy Cigna because it's going to get acquired? No, he didn't.Īlso, whoever decide to acquire zoom is a bloody moron. He definitely buy different random companies every now and then, but 90% of his buys revolves around those iffy icky opportunities with such asymmetry.Įxample of that would be Cigna. In general, his style is probably the easiest to imitate since it requires less deep understanding of the asset and/or industry, and more understanding of the financials on its own merit. MB really loves those iffy companies with negative sentiment because that is where the mis pricing happens. His method is definitely more convoluted than that, but it usually revolves around that +/- 20% of 52 week low, and add to that a stop loss criteria combined with an attractive FCF offering. He usually look for distressed assets trading at a low multiple "relative" to their FCF and their industry and/or relative companies. His style is more of an evolved version of 60s Buffett. I am not sure what the OP is talking about since it doesn't take 30 mins to get a good idea of what MB tries to do, If your legitimate post is deleted by robots, we apologize you are welcome to comment in the Weekly Megathread or any other post's comments in the meantime. It fluctuates depending on current spam activity. We require a minimum account age to post as an anti-spam measure. Site-wide rules regarding spam and following U.S. Other low quality or self-promoting posts may be removed at the moderators' discretion. No personal attacks or derogatory language. No soliciting direct or personal messages to distribute tools or products through other channelsīe courteous. No posts about chat groups, discord links, etc. No promotion of commercial services (exception for high quality sponsored articles)Īccounts which only pump a single stock across Reddit will have posts removed as spam. Posts must be relevant to Value Investing No posts about cryptocurrency or blockchain.
Visit our Subreddit Wiki for more info and links to get started!
Zoom video communications salary archive#
Visit our Archive to keep track of our goldmine of older posts! It's the value investing community on Reddit, and is for more advanced folk. This is a subreddit dedicated to Value Investing.
0 kommentar(er)
