Good Morning,Topics of discussion around Fooldom recently have centered around stock valuation. As a resource for continued study on the subject I went through the Fool On The Hill, Boring Port, and Rule Maker archives and indexed all the relevant articles. Almost all articles are from 2000. I may have missed a couple – did my best to ferret them all out. Some very good material. I've also included a few outside Fooldom links, and message board posts.If you have additional resources to add please post.The index was created in MS Word 2000 - the file is posted at My Yahoo Briefcase: http://briefcase.yahoo.com/bc/evslucyPerhaps you will find these resources of interestRegards,Ev--------------------------------------------------Lesson 2000 – Valuation Matters (TMF Centaur)http://www.fool.com/portfolios/rulemaker/2001/rulemaker010105.htmValuing Rule Makers (TMF Gibson)http://www.fool.com/portfolios/rulemaker/2000/rulemaker001107.htmDangers Of Overpaying (TMF Gibson)http://www.fool.com/news/foth/2000/foth001019.htmGreat Company Bad Stockhttp://www.fool.com/news/foth/2000/foth001010.htmPerils and Prospects In Tech (Whitney Tilson)http://www.fool.com/boringport/2000/boringport001009.htmValuing Stocks By The Market (TMFMax)http://www.fool.com/news/foth/2000/foth001228.htmHow Much Is That In Present Dollars (TMF Gibson)http://www.fool.com/news/foth/2000/foth001207.htmHow Much Is That In Real Dollars (TMF Gibson)http://www.fool.com/news/foth/2000/foth000118.htmBeware Of Bedazzling Numbers (TMF Gibson)http://www.fool.com/news/foth/2000/foth001116.htmValue Investing In The New Economy (Whitney Tilson)http://www.fool.com/news/foth/2000/foth001114.htmThoughts On Value Investing (Whitney Tilson)http://www.fool.com/news/foth/2000/foth001107.htmPerils Of Investor Overconfidence (Whitney Tilson)http://www.fool.com/BoringPort/1999/BoringPort990920.htmJust How Highly Valued Is Your Stock (TMF Panic)http://www.fool.com/news/foth/2000/foth000815.htmUsing the enterprise value to invested capital ratio to discover which stock is in reality the most highly valued.Tasty Values For Patient Investors (TMF Gump)http://www.fool.com/news/foth/2000/foth000720.htmintroduce you to some companies that meet value criteria and could attract higher valuations sometime in the next three to five years. As always, one of the biggest challenges with value investing is figuring out when the value will be recognized. It could be very quickly, it may take years, or it might never happen. Extraordinarily patient value investors will dive in when things look too cheap to pass up, others wait until they see signs that operations have turned around, while quite a few people think value investing is bunk (the number of people in this last category has skyrocketed over the past five years; it'll be interesting to see what they think five or ten years from now).Valuation Metrics For Unprofitable Companies (TMF Otter)http://www.fool.com/news/foth/2000/foth000216.htmAre “Value Investors” Fools or fools (TMF Otter)http://www.fool.com/news/foth/2000/foth000126.htmValue Doesn't Work….Really? (TMF Gump)http://www.fool.com/news/foth/2000/foth000104.htmShopping Like Warren Buffett (TMF Gump)http://www.fool.com/boringport/2000/boringport000710.htmValuation Matters (TMF Gump)http://www.fool.com/boringport/2000/boringport000612.htmCharlie Munger Speaks Pt. 1 and 2 (Whitney Tilson)http://www.fool.com/boringport/2000/boringport000515.htmhttp://www.fool.com/BoringPort/2000/boringport00051501.htmSustainable Competitive Advantage (Whitney Tilson)http://www.fool.com/boringport/2000/boringport000228.htm*** introduction to the work of Michael Porter, Harvard University – one of the most brilliant business scholars around.American Power Conversion's Valuation (Whitney Tilson)http://www.fool.com/boringport/2000/boringport000222.htmValuation Matters – How To Beat The Market (Whitney Tilson)http://www.fool.com/boringport/2000/boringport000207.htmRELEVANT POSSTS FROM MESSAGE BOARDS I FOLLOW:(follow the threads)Quantitative vs. Fisher Analysis (Nokia Board)http://boards.fool.com/Message.asp?mid=13592539the thread continues here:http://boards.fool.com/Message.asp?mid=13597142Howfool offers an explanation of Discounted Free Cash Flow and a link to his spreadsheet that does the calculations:http://boards.fool.com/Message.asp?mid=13606133ARTICLES OUTSIDE OF FOOLDOMMr. Buffett On The Stock Market (Fortune Magazine 11/22/99)http://www.fortune.com/fortune/1999/11/22/buf.htmlIndex of all of Whitney Tilson's Writingshttp://www.tilsonfunds.com/Warren Buffett's Letters To Shareholders – 1977- 1999http://www.berkshirehathaway.com/letters/letters.htmlValuation Contemplations – Stanley Blockhttp://www.ideaadvisor.com/analyst/article.asp?aid=4153It's All Relative – Smart Money University ( click on the pull-down menu)http://university.smartmoney.com/Departments/StrategicInvesting/StockPicking/index.cfm?story=relative
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