Value Investing
Latest Questions for Value Investing (181)
How Does Takashi Otekogawa (B.N.F.) View Buffett? A Dialogue Between "Fast" and "Slow"
Talking about this topic is truly fascinating. Takashi Otekogawa (online alias B.N.F.
Hey, that's a great question. It's definitely a hot topic lately. Warren Buffett's every move moves the market, and his heavy bet on Japan this time genuinely surprised many.
Beyond the Big Five Trading Houses: What Other Japanese Companies Meet the "Buffett Criteria"?
Warren Buffett's investment criteria (known as the "Buffett Criteria") primarily emphasize companies with...
Would you consider investing in these Japanese trading companies without the Buffett halo effect?
Yes, I would consider investing in these Japanese trading companies (such as Mitsubishi Corporation, M...
Does This Investment Prove That Severely Undervalued "Cigar Butt Stocks" Still Exist in Today's Information-Age Market?
Introduction
Yes, Warren Buffett’s investment in Japan’s five major trading hous...
New Insights on "Value" and "Growth" from This Investment
Warren Buffett’s investment in Japan’s five major trading houses (Itochu, Mitsubishi Corporation, Mitsui & Co.
Core Investment Principles Learned from Buffett's Investment in Japan's Five Major Trading Houses
Warren Buffett's 2020 investment in Japan's five major trading houses (Itochu, Mitsubishi, Mitsui, Sum...
Analysis of the Impact of Buffett's Intervention on Stock Pricing
Buffett's investment activities, particularly his involvement with Japan's five major trading houses (such as Mitsubishi Corp.
Warren Buffett's View on Mr. Market's Pricing
Yes, Warren Buffett indeed believes that "Mr. Market" has assigned excessively pessimistic valuations to Japan’s five major trading houses (Itochu, Mitsub...
How Does Buffett Value Companies with Diverse Global Operations?
As a leading figure in value investing, Warren Buffett applies consistent value investing principles when valuing companies with divers...
Valuation Changes and Current Value Analysis of Buffett's Investment in Japan's Five Major Trading Houses
Background
Warren Buffett's Berkshire Hathaway announced its investment in Japan's five major ...
Warren Buffett's View on Conglomerate Valuation Discounts
Yes, Warren Buffett believes that the valuation discounts typically applied to conglomerates (such as Japan’s five major trading houses) are e...
What is the Price-to-Book Ratio (P/B Ratio)?
The Price-to-Book Ratio (P/B Ratio) is a key financial metric used in stock valuation, measuring the ratio of a stock's market price to its net asset value...
Core of Buffett's Investment in Japan's Big Five Trading Houses: Trading Price Far Below Intrinsic Value
Warren Buffett's investment philosophy emphasizes "buying wonderful businesses at prices below ...
Similarities
Value Investing Principles: Warren Buffett's investments in Japan's five major trading companies (Itochu, Marubeni, Mitsubishi, Mitsui, Sumitomo) follow the same value investing logic a...
Interpretation of Buffett's Investment Rationale as "Ridiculously Simple"
Warren Buffett, a leading figure in value investing, has repeatedly emphasized that his investment philosophy is fundamentally...
How Does Warren Buffett Assess the Intrinsic Value of Intangible Assets Like Brand Value?
As a leading figure in value investing, Warren Buffett has frequently discussed the valuation of intangible as...
Answer to the Question
Priority Financial Statement
When analyzing a company, Warren Buffett prioritizes reviewing the balance sheet.
Reasoning
Buffett’s Investment Philosophy: According to his share...
Warren Buffett's Views on Stock Repurchases
Warren Buffett has repeatedly emphasized in his shareholder letters that the wisdom of stock repurchases depends on the relationship between a company’s sto...
What is Float?
Float refers to the premiums collected by insurance companies from customers, which are held temporarily before being paid out as claims or expenses.
How does he view Buffett-style value investing? Does he agree with this investment philosophy, which differs significantly from his own style?