Value Investing Videos & Tools

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Video of my DCF Model for Estimating Intrinsic Value


ValuPro Intrinsic Value EstimatorTool


Gurufocus Fair Value EstimatorTool


Simple "Stock Research Tool"





 


Investment Decision Framing and Decision Making Talk







Warren Buffett talks about Moats.







Net Present Value ( of cash flows ) Calculation







Johnson & Johnson Intrinsic Value Estimation







Valuations, book with 30 case examples, by Bud Labitan







The Four Filters Invention of Buffett and Munger






 

 

 

 



Price To Value, a look at Intelligent Speculation





 





Charlie Munger talks about their Investing Filters





 





Buffett and Munger on Value Investing
Decision Making




 

 

 

 

 

Intrinsic Value Estimator and Calculator

( for Windows XP, Vista, and Windows 7 )



click here to download

This freeware is sponsored by Acalmix Publishing and
it is released as a promotional tool to accompany the books.

It is based on the 2-stage DCF calculation described in the image below.
Growth for yrs 0-10, and no growth for yrs 11-15.






"The Four Filters Invention of Warren Buffett and Charlie Munger."





"The Four Filters Invention of Warren Buffett and Charlie Munger" examines each of the basic steps they perform in "framing and making" an investment decision. This book is a focused look into this amazing invention within "Behavioral Finance." The genius of Buffett and Munger's parsimonious four filters process was to "capture all the important stakeholders" in a "multi-variable" equation or formula. Imagine...Products, Enduring Customers, Managers, and Margin-of-Safety... all in one mixed "qual + quant" formula. Other important business ideas are embedded in each chapter. The book can be used as a supplemental textbook in a Valuation or Decision Sciences course.


Understanding the Business, Sustainable Competitive Advantage, and Able Trustworthy Managers, are probably more important in the valuation of a business. Many people rush to the stated earnings numbers without looking at the "free cash flow" available. This Intrinsic Value Estimator uses the estimated Free Cash Flow in a 2-stage Discounted Cash Flow Model ( years 10 and 15 ), to arrive at an estimate of Intrinsic Value.


It also generates an estimated yield on holding a quality bargain purchase for 10 years.





The Lulu store for the Books:

http://stores.lulu.com/4filters





Here is an audio clip of Mr. Buffett mentioning the 4 decision filters:

  http://www.frips.com/4filters.mp3