Investor with 20 years of experience

Value investor; managing Covestor portfolio for the past four years.


E Fear Not, Market Will Rebound
There are number of unknown fears and concerns that seems to spook investors lately. In my opinion, many of these fears are caused by the faulty reasoning and improper processing of the market data.
E Calculated Risk And Measured Return With EMC
In early October computer maker Dell announced it will buy data storage company EMC for $67 billion. Under the deal Dell is going to pay $24.05 cash per EMC share and 0.111 share of VMWare tracking share.
E Upside With United Insurance
With stock price at around $16, UIHC is trading at just 1.6 times the book value. Relative to its insurance peers United Insurance appears cheap by book value.
E Health Insurance Merger Mania: Who's Next ?
Healthcare reform has significant impact in the entire health care sector. Here's the company I think will be the next acquisition, and what I think it will go for.
E Intrinsic Value Of Yahoo
Being a 22% share holder of Alibaba, Yahoo is supposed to get all of the benefits of Alibaba ownership. Why is the market trading Yahoo downwards? How much is Yahoo truly worth after the Alibaba IPO?


Latest Comments
Intrinsic Value Of Yahoo
7 years ago

Doing a detailed analysis on one of the popular equity. I will inform you once it gets published.

Thank you

In this article: YHOO, BABA
Intrinsic Value Of Yahoo
7 years ago

Thanks Mr.Winslow. The quick analysis I have done on Yahoo was due to special situation, that is Alibaba IPO. The analysis on Yahoo was summ of part business.

If you see seventy percent of the Yahoo valuation at that time (according to my view) was from its outside holdings. Fundamental Analysis addresses rest of the thirty percent or so of the Yahoo valuation which I did not want to go through. Because my sole intent was to express my opinion that Yahoo is worth more than its trading price.

In this article: YHOO, BABA
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