Investing For Value

Value Investing Case Study 11-2:   In my Seeking Alpha article   “Boise Cascade: Overpriced And A Potential Value Trap” ,  I used the Jan 2020 Damodaran data for my valuation.  Damodaran’s Jan 2021 data is now available and I have used them in this post. The valuation results are different from those in the Seeking Alpha article. Refer to the valuation section of this post to see how I have handled this.  

Value Investing Case Study 10-2:  This covers the valuation and risk assessment of investing in Wing Tai.

Value Investing Case Study 11-1:  I first covered Boise Cascade Company (BCC or the Group) in Jan 2021 for my Seeking Alpha article “Boise Cascade: Overpriced And A Potential Value Trap” .  Since then, BCC has released its 2020 results. This post is an updated analysis and is based on looking at BCC post-listing financials.

Value Investing Case Study 10-1:  This post focuses on the company analysis of Wing Tai and illustrates the difference between what accountants look for and what investors look for in the company's financial statements.