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Valuentum Commentary
Jan 19, 2017
Fair Value Estimate Changes: Facebook, Twitter, Caterpillar and More...
Let's have a look at the reasons behind several of the recent fair value changes we've made on companies across our coverage universe as of late. Nov 10, 2016
Assessing Reactions to Trump’s Victory
Image Source: Gage Skidmore. Donald Trump will be the 45th President of the United States of America. Let’s dig into some of the reactions across the market. We’re keeping our cool. Nov 6, 2016
Earnings Insight – Facebook
Image Source: benstein. Let’s dig into Best Ideas Newsletter holding Facebook’s third-quarter results, released November 2. Oct 31, 2016
Podcast: The ABCs of Investing in Alphabet
The company formerly known as Google, Alphabet, has a pristine balance sheet and generates a tremendous amount of free cash flow. A paid search powerhouse that is making some big bets in other areas of the future is one of our favorite ideas. The Valuentum analyst team digs in. ~6 minutes Oct 6, 2016
The “Uninvestable” Twitter and Netflix Buoyed By Takeout Chatter
Twitter and Netflix have found themselves making headlines lately as a result of takeover rumors. We think both firms are “uninvestable,” mostly due to the wide range of fair value outcomes associated with their respective business models. Jul 28, 2016
Facebook Flying, Twitter Tumbling
Image Source: Esther Vargas. Facebook blew through another set of quarterly estimates, while Twitter still can’t seem to get a good handle on how to capture the full potential of the monetization of its platform. Jul 14, 2016
What the Pokémon Sensation Means
Image Source: Eduardo Woo. We can’t believe it either, but Pokémon is capturing the imagination of millions! Has it become the next big thing? Or is it merely a fad? May 19, 2016
Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report. Apr 28, 2016
Facebook: It’s All about The Vanity of the User
Image Source: Sean MacEntee. “Say what you want about Facebook -- cash is king, and it has a lot of it and is generating a lot of it with each passing quarter.” – Valuentum Securities Feb 18, 2016
Warming Up to IBM, Walmart Disappoints Again
A long-time Warren Buffett favorite may be bottoming, while one of the biggest discount retailers continues to disappoint. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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