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Vinod Nair

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RE: Is there value anywhere?

Posted By Vinod Nair 07-19-2023 11:49
Found In Egroup: Value Investing \ view thread
Thanks Barry. Interesting chart. I wonder how can it be adjusted to real interest rate. FED, inflation and speculation seem to the the real determinants of stock prices rather than the profit they generate or the value the companies create. Since I posted the question, the markets have gone up ...

RE: Is there value anywhere?

Posted By Vinod Nair 03-14-2023 19:21
Found In Egroup: Value Investing \ view thread
Rob - Congrats on your investment returns. That is an impressive list. However, I stay away from financial firms and oil companies. One question: Where do you find EV/EBITDA and coverage ratios? ------------------------------ Thanks & Good luck with your investments Vinod | Boston | MA ----------- ...

RE: Is there value anywhere?

Posted By Vinod Nair 03-14-2023 19:15
Found In Egroup: Value Investing \ view thread
Joshua - Just like the mobile companies trying to provide internet services, comcast is trying to expand into mobile. They seem to have wifi hotspots all over the place and they use that infrastructure wherever possible. They are providing mobile services for cheaper price. Not sure if it will catch ...

RE: Is there value anywhere?

Posted By Vinod Nair 03-14-2023 19:10
Found In Egroup: Value Investing \ view thread
Rob - I am still working on it. Predicting market direction that is. 😁 I too believed that staying invested is the right thing to do. I also believed that index investing is the best approach. However, I am starting to question those beliefs. Do you think the low interest rate and its ...

RE: Is there value anywhere?

Posted By Vinod Nair 03-14-2023 15:53
Found In Egroup: Value Investing \ view thread
Hi Joshua - VZ does look like a good value play. At least compared to T-Moble and AT&T. What do you think about comcast? They are trying to enter the same market. Their numbers too look good to me. ------------------------------ vNu ------------------------------

RE: Is there value anywhere?

Posted By Vinod Nair 03-14-2023 15:51
Found In Egroup: Value Investing \ view thread
Rob - I think the direction of the general market is more important now than before. In addition to P/E and P/S another important consideration should be debt. ------------------------------ vNu ------------------------------

RE: Silicon Valley Bank failure, growth companies and growth investment

Posted By Vinod Nair 03-13-2023 17:39
Found In Egroup: Growth Investing \ view thread
That is very interesting.. This one and the '89 & '07 events are caused by people who did not understand the risk. And the LTCM debacle was caused by the guys who were experts in risk management. Does anyone know the risks? ------------------------------ vNu ------------------------------

RE: Is there value anywhere?

Posted By Vinod Nair 03-13-2023 17:30
Found In Egroup: Value Investing \ view thread
Thanks Barry for the detailed reply which I greatly appreciate. #4 : My idea of a value on a stock is also based on EPS. If I can get a return more than the CD rate I can safely get from a bank, I will consider it 'value'. If you take the case TSM, the EPS is 6.26 and the stock is at 88 which makes ...

Is there value anywhere?

Posted By Vinod Nair 03-12-2023 22:11
Found In Egroup: Value Investing \ view thread
Recession around the corner, interest rates going up, cost of doing business expected to go up and profit down. Not much different in the fixed income world, unrealized losses piling up, ratings down and defaults up. Is there a place to hide? Is there any place value is hiding?

Silicon Valley Bank failure, growth companies and growth investment

Posted By Vinod Nair 03-12-2023 22:03
Found In Egroup: Growth Investing \ view thread
I am new here. Even after the failure of a bank which is at the center of fifty percent of the growth companies it looks very quiet at this place. I wonder, what is the effect of these bank failures on the small technology companies and innovation in general. I also worry whether this is the beginning ...