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At 31,000 terminals within a few years doing potentially $4,500 ARR per terminal gets NRS to $140 million in recurring revenue. At a conservative 6-8x revenue, IDT’s 83.5% ownership in NRS would be worth between $840mm - $1.0 billion, or $27-33/share compared to a share price of $28 for ALL of IDT today. After all, the FTSE 100 has grown from 6,900 in 1999 to 7,500 today, which is less than a 10% capital gain over 22 years. By any reasonable stretch of the imagination, that’s a terrible return for an investment as volatile as the stock market. To rub salt into this particular wound, US stocks have gained more than 200% over those same 22 ...As a potential first time ICF operator, Aecom is unlikely to win the bolus of ICF awards. Aecom is the only one with operational heft to manage multiple large sites, which squares with TH’s comment that TH’s additional solutions (the new strategic assets acquired in April 2023) span numerous geographic locations.Investment thesis for BEL FUSE INC, BELFB. Overview. Trading at merely ~5x EBITDA, small-cap electronic components manufacturer Bel Fuse (BELFB) has 150%+ upside over the next 3-5 years through a one-two combo of 1) their margins doubling from LTM levels while still having further room to improve to peer levels and 2) their EBITDA multiple …Adtalem Global Education Inc. (Jun 17) Adtalem Global Education, Inc. (Sep 20) ADTRAN INC (Jan 16) ADURO BIOTECH INC (Jan 20) ADVANCE AUTO PARTS INC (Nov 23) S. ADVANCE AUTO PARTS INC (Jul 22) ADVANCE AUTO PARTS INC (Jun 18) S. Advance Nanotek Limited (Oct 19) ADVANCED DRAINAGE SYSTEMS (Dec 15) S. Investment Overview: Roper Technologies (“ROP” or the “Company”) is a unique collection of ~45 high quality businesses, run by an owner-operator mentality management team that has a proven track record of creating value through M&A [1]. ROP has consistently acquired market leaders in niche verticals with strong returns on tangible ...Silver has long been considered a valuable and precious metal, with a rich history dating back centuries. Today, many investors and individuals track the silver value per ounce as an indicator of market trends and economic stability.it seems that losing money offshore has become something of a right of passage for value investors. I. bring all of this up because I clearly have not learned my lesson and am once again long an offshore. driller. On May 3, Valaris (VAL - USA) exited bankruptcy with $655 million in cash and $550 million in debt for a $100 ... Flagging an idea ...Similarly, Book Value per share has compounded at an 8% rate over the past 5 years. DG has increased its dividend at a 10% CAGR over the past 5 years. While DG’s ROE was 40% last year, the company averaged >20% ROE for each of the preceding 5 years. The company maintains an investment-grade credit rating, with EBITDA/debt of approximately 3x. Investment Summary. Aritzia (“ATZ” or the “Company”) is a premium women’s apparel fashion house with multiple in-house brands focused on different clothing styles. The Company describes itself as an “Everyday Luxury” brand, with a focus on quality items at an aspirational (but not necessarily affordable) price point.Silver has long been considered a valuable and precious metal, with a rich history dating back centuries. Today, many investors and individuals track the silver value per ounce as an indicator of market trends and economic stability.NOTICE ME, SENPAI! Tesla’s enterprise value is $69 billion and the company has an accumulated deficit of $4.3 billion. Tesla burns through money at an impressive rate and thus must continue to raise outside capital. The company nearly died the last time capital markets closed and this could certainly happen again.Value Investment Club Annual Membership $ 149.99. Value investing utilizes a buy low, sell high tenet of systematic processing of stock and other security investments. Value investing reaps substantially greater returns than all other major market measurement indices (DOW, S&P 500, Russell 2000, NASDAQ, etc.). The average annual pre-tax …Value Investors Club, Mumbai, Maharashtra, India. 8,725 likes · 24 talking about this. Guide: Investors, Entrepreneurs, and Students Wisdom from Warren Buffett, Charlie Munger and other Value Investors ClubNot authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11302023-0817production • l.8.0 • php.7.4.33 • li880-51 • 40.77.167.235. iid:155199. [I=N//155199/1/1] Executive Summary. Company: Alibaba (NYSE: BABA) is the second largest publicly traded company in China, with a 55% market share in online retail and a 45% market share in cloud computing. Because of its dominance in those markets, Alibaba is frequently dubbed the “Amazon of China”. Alibaba’s other assets include $82b of cash, $25b in investments in …Mar 15, 2023 · Accelerating revenue growth. BIO has accelerated from a MSD grower to a HSD grower driven by a revenue mix shift to higher growth products. Their end markets continue to grow 5-6% driven by the growth of pharma R&D on life sciences (~6-8% market growth) and the spend of clinical diagnostics (~3-4% market growth). Startup valuation shows how much of the company the investor gets for his investment. At the early stages, valuation is about growth potential, not present value. Startups are different from small businesses mostly because they are designed...Value Investors Club was founded in 1999 by Joel Greenblatt and John Petry to provide sophisticated individual and professional investors with a forum to exchange investment ideas free from the noise that populates so many investment websites.This is something Norbert Lou has discussed with regard to Quinsa, a stock he wrote up for the Value Investors Club in 2005. (As an aside, I think this is one of the best stock write ups I've ever read.) The profile of Lou by Santangel's Review notes: Punch Card kept buying shares [of Quinsa], bringing the position to over 20 per cent of capital.The growth and margin profiles of B2B have required relatively little incremental minimal investment and will continue to bolster WSM's already industry-leading ROIC. Maintaining Margins. In addition to B2B, other new initiatives include International Franchising and Marketplace.AMERICAN APPAREL INC (Feb 14) AMERICAN AXLE & MFG HOLDINGS (Apr 13) AMERICAN AXLE & MFG HOLDINGS (AXL) (Aug 23) AMERICAN BUSINESS BANK/CA (Feb 20) AMERICAN CAPITAL LTD (Jan 15) American Coastal Insurance Corporation (Aug 23) AMERICAN EQTY INVT LIFE HLDG. American Express (May 15) …Value investing can be a lonely pursuit, but there are a few special places where like-minded investors can share ideas. Here are our five favourites: Value …Value averaging is a strategy in which an investor places a variable dollar amount into a given investment (usually common stock) on a regular basis to… Value averaging is a strategy in which an investor places a variable dollar amount into...Ideas are from the Value Investors Club! Check it out: https://www.vMW completely excluding Brazilian (EBANX S.A.) revenue and cost Do you have an old set of golf clubs you’d like to sell? Valuing is an important part of selling used items. Use this guide to find out what your clubs might be worth, and to set the right expectations for your asking price.Joel Greenblatt (born December 13, 1957) is an American academic, hedge fund manager, investor, and writer. He is a value investor, alumnus of the Wharton School of the University of Pennsylvania, and adjunct professor at the Columbia University Graduate School of Business.He runs Gotham Asset Management with his partner, Robert … Investment Overview: Roper Technologies (“ROP” or the “Com The Oxford Club is a private, international network of successful investors and entrepreneurs who share a common goal of achieving financial freedom. As a member of the Oxford Club, you gain access to exclusive investment research, expert m... I’ve also added a more detailed model in the

Avenel Financial Group, a merchant banking and advisory firm located in Charlotte, NC, launched a new business venture called the Co/Investor Club. The Co/Investor Club is a community of value-oriented investors that collaborate on investment opportunities and ideas. You are receiving this newsletter because you are a …Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11302023-0817production • l.8.0 • php.7.4.33 • li880-51 • 52.167.144.231. iid:155235.Value Investors Club is an online community founded by Joel Greenblatt and John Petry in 1999, where top investors get to share their best ideas. It is an exclusive club where you must submit “a well-researched, well-articulated, attractive value investment idea” to get accepted. However, once accepted, you get access to over 10,000 ...Interest expense has gone up to $260 million per year from $100 million per year then. So assume pretax income of $540 mil per year. Given the recent losses, Spirit isn’t looking to be a taxpayer anytime soon, so that’s EPS power of $540 mil/105 mil shares = $5.14 per share.NSC, by their accounting, did see the OR decline from 65.4% in ‘18 to 60.1%% by ‘21. While the actual operating ratio (excluding land sales) was 60.9% and was still some 300 bps above CSX’s (rail only) OR of 57.6%%, it was a substantial improvement from the actual 2018 Operating Ratio of 67.2%. (Squires really dipped into land sales in ...

In sum, net of debt of ~$1.1 billion, the theoretical net asset value of USM may be as high as $60-70 per share, or 70%+ more than the current $35 share price. The shares appear priced to reflect the status quo, which investors likely expect to include ongoing duplicative corporate expense, increased competition and value destruction.Before investing, please consult a licensed professional. Any stock purchases I show on video should not be considered “investment recommendations”. I shall not be held liable for any losses you may incur for investing and trading in the stock market in attempt to mirror what I do. Investments they may decline in value and/or disappear ...…

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