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I am your trusted resource for educational content on individual stock analysis. My mission is to help listeners enhance their ability to analyze stocks independently, identify deeply undervalued opportunities, and explore securities that may be overlooked by the broader investing public. _______________________________________________________________________________________________________________________________________________________________________ What the Podcast Offers: On-the-Ground ...
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BDL a value play? Plus thoughts on SG & BLMN
22:20
22:20
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22:20
Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …
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Five Cyclically Adjusted Valuation Ratios
20:04
20:04
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20:04
Dale talks about five Cyclically Adjusted Valuation Ratios: Cyclically Adjusted Enterprise Value to EBIT (CAEE™) , Cyclically Adjusted Price to Book (CAPB™), Cyclically Adjusted Enterprise Value to EBITDA (CAEVE™), Cyclically Adjusted Enterprise Value to Free Cash Flow (CAEF™), and Cyclically Adjusted Enterprise Value to Gross Profit (CAEG™) . Verb…
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Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ Ratio — Pate…
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BFH , Credit card duopolies , retail stocks benefit?
23:14
23:14
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23:14
Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …
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Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…
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Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…
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