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Newsletter - January 21st, 2023

Updated: Mar 24, 2023

Dear Reader,


Attached is our latest list of apparently cheap stocks generated from basic value screens (low p/e, ev/ebitda, debt/equity, etc.), which don’t meet our investment standards - and our reasoning.


This may help you avoid a few ‘value traps’ or stocks that aren’t sufficiently attractive compared to the opportunities available today.


For reports of stock ideas that pass our quantitative and qualitative standards, join at the link below:




 

WealthTrack


We've been watching a few Wealthtrack videos this week - some learnings presented below:


Marty Whitman


Marty Whitman is an investor we feel closer and closer to over the years in our investment philosophy. His background is similar to Ben Graham's - they came from a background of credit analysis - specifically distressed debt investing, which is the soundest approach to common stock investment in our view.



Marty's description of the "fulcrum security" is most insightful, and his application of this principle to common stocks is fundamental to investing safely and profitably.




Hersh Cohen


Never heard of this investor before but he must've been reasonably good managing a $150bn investment fund for decades. It's encouraging to see that a simple dividend strategy that he doggedly pursued could be so successful over time:





Matthews Asia Fund


This fund has been focused on Asia for decades - so it was useful to see what the fund manager thought of the geo-political risk posed by China:


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