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.
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
P.S. Go here to get our brand new free guide titled – 7 Tips To Picking Great Stocks and 3 Times You Must Sell for free. In this guide, you’ll learn these things and more of my processes to help you begin evaluating companies better and faster, NOW.