Smart Links from February 9th 2014

Word Science of Social Media is an infographic created by ShortStack which analyses the titles for highest social media sharing.  The infographic is broken down by Twitter, Facebook and Blog and displays the words in title that get that most shares.  A good read if you want to increase your social media shares. Value Investing goes Back to the Future discusses the apparent change in thinking of value investors (according to Barron’s Conway).  In recent years value investors were concerned with bankruptcy risk and book values but it appears that might have changed to forward-looking metrics like p/e ratios....

Good Reading from the week of January 20th 2014

Below are a collection of links that I have saved from my reading over the past week. Want a list of current EV/EBIT and EV/EBITDA ratios by industry?  Click here and you’ll see an updated list of industries with their EV/EBIT and EBITDA ratios as of this month.   The data is available as a download also from the link.  This comes from the great professor Damodaran. This article by Warren Buffet was dug up this week, and was written in 1999.  Remember 1999? That was the during the first internet stock market boom, and it is worthwhile to...

Find the Metric

I was first introduced to the idea of finding the one (maybe two) most important metric that means the most for a particular company when I was attending SMU pursuing my MBA. I took a personal investing class that was taught by an adjunct professor and it was one of the top classes that I took. He didn’t cover the standard financial and portfolio theory that you hear in traditional finance classes. Instead, he ran his own investment outfit and used was in the investment group that owned the Texas Rangers with George W Bush. I learned a lot...