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.
Get FREE access to 17 of our best training videos from the past 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.
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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.
I also detailed each of these 3 companies.
We then recapped the entire series which is linked above.
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.
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Oh, and because world stock markets are still at, or near all-time high valuations.
Because of this last point, I haven’t found a new potential investment in 3.5 years.
Today, I talk about earnings yield and negative CCC.
Client Training Session 7: Part 1 – Earnings Yields and Negative CCC
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