Is Plenitude a value trap?
Value Investing Case Study 41-1: A fundamental analysis of Plenitude Bhd to see whether it is a value trap. It presents my rationale for continuing to hold onto this stock and why it is not a value trap.
Posts
How to value high growth companies
Fundamentals 26: This post looks at the issues when valuing high-growth companies. I used CBIP to illustrate how to model growth and estimate the intrinsic value.
MKH – will there be another multi-bagger opportunity?
Value Investing Case Study 40-1: A fundamental analysis of MKH Bhd to see whether there is another multi-bagger opportunity. It presents my investment thesis and the rationale for it.
Do you really want to master value investing?
Tips C - This page summarizes the value investing insights extracted from my book “Do you really want to master value investing”. I plan to publish 7 infographics every couple of weeks until I complete the whole book. This is my fifth update. Revision date: 26 Feb 2023
Focusing on the assumptions of perpetual growth model
Fundamentals 25: I frequently use the perpetual growth model to value companies. I called it the single-stage discounted FCFF model. This post discusses the various assumptions associated with this model. It is intended to show that there are many implicit and explicit assumptions when using this valuation model.