This series is an ongoing live case study series.
To see the earlier posts in this series, focused so far on Filipino companies, go here.
To learn how I find and select these companies, go here.
Download A Free Copy of My Acclaimed Value Investing Education Book How To Value Invest By Clicking Here.
To watch Part 1 of us going through the financial statements of ASXFY, go here.
To watch the prior videos on ASXFY including the recap of our ASXFY case study up to this point, go here.
And to catch up on the owners earnings series of videos thus far go here.
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So far in this series, you’ve learned how I find and then select companies at the preliminary stage of analysis.
I then detailed why I selected only 3 of the 44 Filipino companies to put on my watch list.
Detailed each of these 3 companies.
We then recapped the entire series which is linked above.
And then we got to our first Australian company, ASXFY – these posts are linked above.
In that post, I told you why the company looked great on a preliminary basis – not only that but that it looks to be about fairly valued now on a relative basis.
Which frankly was shocking to me, considering this company has insanely high margins and cash flow production.
Oh, and because world stock markets are still at, or near all-time high valuations.
And also because of this last point, I haven’t found a new potential investment in 3.5 years.
Over the last several weeks I’ve told you about owners earnings.
Today, you can sign up for the free live webinar where I’ll show you how to calculate this ultra important number.
SIGN UP FOR THE FREE LIVE OWNERS EARNINGS WEBINAR
This webinar is happening 2 hours from now
If you have no idea what I’m talking about, here is some context on what you’ll learn on the free webinar.
Oh and if you’re worried about getting a sales pitch on this webinar, like with the ASXFY free training webinar, THERE WILL BE NO SALES PITCH ON THIS WEBINAR.
It will be 100% geared towards teaching and helping you learn and improve your value investing and valuation skills and knowledge.
See you later this week on the webinar.
P.S. The free live owners earnings webinar is happening in just 2 hours time so make sure to sign up now if you want in.
P.P.S. I don’t know if or when or if I ever will release a replay of this training. If I do, it will only be to people on our mailing list or ones who signed up for the live webinar. So if you want in on this free training that can transform you as value investor, make sure to sign up now for free here.