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No. of Recommendations: 5
Posters on Saul's Board discuss value frequently in the context of a specific company. As in "here are the numbers, FCF, margins of ZM etc etc here is my analysis of the TAM, here is why I decided to buy or not buy the stock at this time".

Those are metrics, not valuation in the traditional sense. One interesting example are the very high gross margins which have less meaning (value?) than gross margin in "asset heavy" business. It's an accounting quirk! As explained by David Skok, the cost of client acquisition is the major cash expenditure but it does not go into cost of good sold, instead it is an expense that goes into "Selling General and Administrative" SG&A. They should be looking at Operating Margins.

Or you can bang your head against the wall. It's your head.

There is no need for you to be rude.


So if you want to have that talk about value on Sauls Board, try posting about a specific company, bring some numbers and then talk about why you are in or not it at the current stock price. Your post won't get deleted.

I absolutely respect Saul to run his board any way he wishes. I skim the board but I very seldom post there anymore.

Denny Schlesinger
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