In my network of friends / family / colleagues, I’m most often known as ‘The Investment Guy’.
Because of this, I’m often asked about the latest trend in investing, whether would it be years ago, gold and silver, the Greek Crash a couple of years ago, or more recently, weed stocks and cryptocurrency.
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A couple of weeks ago, we valued the Coty buyout of Kylie Cosmetics at a $1.2 billion valuation.
Today, we start an analysis of Tiffany & Co (TIF) after it announced and agreed to a $16 billion buyout by Louis Vuitton Moet Hennessy (LVMUY).
In today’s Part 1, we do a preliminary analysis of Tiffany to begin learning who got the better side of this deal.
“If you were to invest in the company (Tiffany) today, the amount you could expect based on the profitability metrics compared to the company size – in this case, enterprise value – is only 1.8% based on free cash flow 4.6% based on operating profit.” One of my quotes from the video below.
Let’s get to it…
In the 19-minute video above, I want to talk about …
Here are some of the things I talk about in the video above:
- I showed you how to evaluate any stock on a preliminary basis using my personal checklist developed over the last 12+ years
- Explained what I thought of Tiffany at this point
- Showed a couple of relative valuations
- I showed you how I evaluate every single stock I look at on a preliminary level
- And more…
This video is part of the IloveValueInvesting Podcast. You can listen to this episode and our others in this podcast by going here.
If you have any questions at this point in the case study let me know in the comments below so I can answer them in future videos.
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