Value Investing News

This is a short video summary of the new book and its 30 intrinsic value valuation case examples. Valuations - 30 Intrinsic Value Estimations in the style of Warren Buffett and Charlie Munger is available here:
http://www.amazon.com/Valuations-Intrinsic-Estimations-Buffett-Charlie/d...

In this deal for the remaining shares of Wesco Financial, the shareholders are being rewarded for staying in church with a tax-free transaction and additional value yet to be realized.

Berkshire increased its stake in the New Brunswick, New Jersey-based drugmaker by 73 percent to 41.3 million shares from 23.9 million on March 31, according to a regulatory filing listing the company’s U.S. equity holdings at the end of the second quarter of 2010. Here is an estimation of JNJ’s intrinsic value I did for Valuations which was released on Amazon.com in May of this year.

I put heavy weight on certainty. Use probability in thy favor und avoid risk. It’s not risky to buy securities ata fraction ov hwone they art worth. Don’t gamble. You’re dealing eac a lot ov silly pehple in marketplace; it’s like a great big kasino, und evryone else sy boozing. Watch for unusual circumstances.

Suppose we penalize BP to the tune of $1.5 billion in each of the next 15 years. Starting with a new base estimate of annual Free Cash Flow at a value of approximately...

Bud Labitan is a fellow value investor and the author of Valuations – 30 Intrinsic Value Estimations in the Style of Warren Buffett and Charlie Munger. I recently met with him on the campus of Purdue University Calumet at the School of Management.

Ben: Interesting. What moved you to finally put one together?
Bud Labitan: As a book, "Valuations" came about in my mind after I had posted a few example valuations at seekingalpha.com. I wanted a book that showed cases on how to sensibly value a business.

Perhaps we should be putting more pressure on Moody's and its upper management team. One would think that, in this day and age, a major rating agency would have developed financial ratios that measure acceleration and deceleration of debt and risk levels.

This book offers 30 sample “intrinsic value per share” business valuations in the style that Warren Buffett and Charlie Munger may use. In each case the author tried to simulate an approach that they would take to valuing a business, based on what they have written and talked about. However, all of the growth assumptions used are the author's own.

From the author of "The Four Filters Invention of Warren Buffett and Charlie Munger," Decision Framing is a look into the six core chapters of his second book "Price To Value." This book presents the four business investing decision filters of Buffett and Munger.

Based on holding BUD and a compounding period of 10 years, and a purchase price bargain of 32 percent, and a relative FCF growth of 7 percent, then the estimated effective annual yield on this investment in Anheuser-Busch InBev may be greater than 10.9 %.

CHAPTER SIX. TWO EXAMPLES from the new book, Price To Value. Intelligent Speculation Using The Decision Filters of Munger and Buffett. ISBN: 978-0-557-31718-9 - by Bud Labitan. In this chapter, I give one sparkling example of a winning speculation and one tragic example of a losing speculation.

Miguel Barbosa Interviews Bud Labitan, Author of Price To Value: Intelligent Speculation Using The Decision Filters of Munger and Buffett. Bud, thank you for joining us for this interview. We are here to talk about your new book –Price To Value: Intelligent Speculation Using The Decision Filters of Munger and Buffett. This book seems to focus on decision making and particularly decision framing.

“Price To Value” is about Intelligent Speculation. It is about decision framing and utilizing the amazing "Decision Filters" of Charlie Munger and Warren Buffett. These “filters” offer us the opportunity to enhance our decision framing and decision making skills in both investing and speculation.

Available soon from Amazon.com and Lulu.com "Price To Value. Intelligent Speculation Using the Decision Filters of Munger and Buffett" by Bud Labitan due March,8, 2010.