Base rates for US cyclical companies
Case Notes 32: This article compiles the base rates for the key metrics used in deriving the WACC for the US steel, home building, and building products sectors.
Posts
Is Plenitude a value trap?
Value Investing Case Study 41-1: Plenitude: A property and hospitality play or a value trap? It presents my rationale for continuing to hold onto this stock and why it is not a value trap.
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.