Value Investing

Defining Value Investing

  • Roughly, a value investor looks for stocks they believe are undervalued based on their current worth
  • Implying, a value investor seeks businesses trading at a share price that's currently considered a bargain
  • They believe the market will eventually recognize the company's value, and the price will rise as time goes on

Describing Properties of Value Stocks

  • Typically, the stock price of a value stock is low relative to their profits
  • Also, they are considered to be less risky (compared to growth stocks)
  • Since, they already have a proven ability to generate profits based on a proven business model
  • Essentially, the essence of value investing is buying discounted stocks that are priced less than their current value
  • This discount of the market price relative to a stock's actual value is called the margin of safety
  • In other words, the margin of safety refers to the discount of the stock

Defining Margin of Safety

  • Margin of safety (or MoS) is how far below the true value one is paying for a stock
  • In layman's terms, it is the deal you get for a stock
  • Roughly, stocks with a low P/E ratio are a good indicator that a stock has a high margin of safety
  • A high margin of safety protects the investor from the following:

    • Poor future decisions
    • Unexpected downturns in the market

References

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Efficient-Market Theory

Growth Investing