Disclaimer: I’m not an investment professional nor have any financial training. I write this substack for my own learning and pleasure. Stop here if you value your time. In my scouring for value and undervalued assets for my personal portfolio, there are a few asset characteristics that provide a tailwind for reasonable investments. Horizon Kinetic’s Murray Stahl’s writings combined with Michael Mauboussian’s options approach to valuation were helpful in shaping this. Far from comprehensive, here are a few things that come to mind.
Nintendo
Nintendo
Nintendo
Disclaimer: I’m not an investment professional nor have any financial training. I write this substack for my own learning and pleasure. Stop here if you value your time. In my scouring for value and undervalued assets for my personal portfolio, there are a few asset characteristics that provide a tailwind for reasonable investments. Horizon Kinetic’s Murray Stahl’s writings combined with Michael Mauboussian’s options approach to valuation were helpful in shaping this. Far from comprehensive, here are a few things that come to mind.