Value Investing News

As in the above example, where a few readers want to identify both Sirius and Bank of America together as being “cheap," I have come to realize there are various categories of that definition. One of the traits that fuse and unify all investors together in the market (or in the grocery store) is the need to find a bargain or a cheap stock to buy.

As the world continues to shrink through technology advancements, and all of the products that consumers demand become commoditized, a company’s brand can be a valuable competitive advantage. It’s no coincidence then that the four top brands in the world, as measured by their brand value, are also among the largest in terms of capitalization and revenue.

Value Investors often avoid the technology sector due to the rapid pace of technological change, and the accompanying disruptive nature of new technologies that can erode a company’s competitive advantage. On the subject of technology stocks, Buffett commented at the 1998 Berkshire Hathaway (BRK.A) Annual Shareholders Meeting:

Microsoft, the world's largest software company, develops PC software, including the Windows operating system and the Office application suite. Linked here is a detailed analysis and commentary.

Google's blockbuster deal to buy Motorola Mobility could have a direct effect on several Magic Formula stocks.

A look at the factors driving Google's valuation: sustainable competitive advantage, the presence of network effects, the predictability and visibility of Google's earnings, and Google's switching costs.

Microsoft is the world’s largest software company, develops PC software, including the Windows operating system and the Office application suite. Linked here is a detailed analysis and commentary.

...we wonder how many of the investments these folks are buying will become 10 baggers, just as we wonder if the yellow brick road really lead to Oz.

The point we are trying to make is that it’s all a bunch a hooey, intended to make the consumer, or in this case the investor, think they on the cutting edge of some new and unique technology, when the truth is, they aren’t.

Apple is on the prowl to invest $51 billion dollars, and MFI stock SanDisk is losing its long-time CEO and co-founder. With a huge dependence on flash memory now and for the future, does it make sense for Apple to consider bringing it in-house?

Okay we admit that Wax Ink is “arithmless”. But still, as strange as this may seem, we are able to think beyond the front or pants!

Continuation of notes from famed value investor Glenn Greenberg at Columbia. Greenberg talks about how to find winning companies that can deliver returns of 15%.

In the late fall, online video company Hulu will undergo an initial public offering. While the underwriters are currently unknown, the company is looking to raise roughly $2billion. This offering could potentially be the hottest of the year.

Buffett is on record that Berkshire Hathaway will invest billions in the utility business going forward. Understanding the regulated utility business and its rates of return are necessary to estimate Berkshire’s intrinsic value and what the company may look like in ten years.

Research In Motion (RIMM), the makers of BlackBerry smartphones, has great growth prospects, excellent financial strength, and solid business momentum. But can the company compete with the new wave of smartphones from Google and Apple?