THE 5 KEYS TO VALUE INVESTING Finding the balance between price and value

Описание: This video offers a comprehensive look at the disciplined philosophy and framework of value investing, drawn from "The Five Keys to Value Investing" by J. Dennis Jean-Jacques. Value investing involves finding a delicate balance between price and value by purchasing companies one at a time, at a discount to what they are truly worth
.
We explore the fundamental mental model for success: Good Business ➡️ Excellent Price ➡️ Adequate Return over Time
. This process is guided by the core framework, the Five Keys of Value
:
1. Business Assessment: Determining if the company is a good business run by capable management
.
2. Price and Value Assessment: Finding the balance between the current stock price and the company's fair value
.
3. Catalyst Identification: Identifying potential events that will spur stock price appreciation and "unlock" value
.
4. Margin of Safety Determination: Calculating the safety level to protect against adverse outcomes or ineffective catalysts
.
Value investors maintain emotional discipline
and rely on rigorous independent research. They scrutinize original information sources, especially SEC filings like the Form 10-K, Form 8-K, and proxy statements
.
Learn key analytical tools like discounted cash flow (DCF), enterprise value to EBITDA (EV/EBITDA), and the Price-to-Earnings (P/E) ratio
. Remember, volatility is not risk; it is opportunity
!
This framework is ideal for active, nonprofessional investors seeking to build an independent portfolio based on their best ideas
.

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