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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To see our other videos in this series, where I give my thoughts on weed stocks, crypto, diversification, retirement plans, and more, click here.
A couple weeks ago we valued the Coty buyout of Kylie Cosmetics at a $1.2 billion valuation.
Last week we started 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 2, I explain what all the metrics mean, and why they’re on my preliminary analysis checklist.
To view the previous video in this series where I do the preliminary analysis and give my initial thoughts on Tiffany, go here.
“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…
Here are some of the things I talked about in the 27-minute video above:
- Explained what the terms and metrics mean
- Explained what they show you
- Explained why they’re on my preliminary analysis checklist
- Explained how you can get my checklist and 4 other gifts for free that will help you become a great value investor faster
- 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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In the next video in this case study I’m going to explain in depth why the cash conversion cycle (CCC) is so important.
P.S. To get the full preliminary analysis checklist so you can analyze businesses like in the video above, PLUS 4 other free gifts that will help you become a great value investor faster click here.
P.P.S. Value Investing Journey is dedicated to helping you become a great value investor within 1 year. The free gifts above will help you achieve this goal.