We Study Billionaires - The Investor’s Podcast Network cover image

TIP599: Top Stocks for 2024 w/ Jonathan Boyar

We Study Billionaires - The Investor’s Podcast Network

NOTE

Insights on Value Investing and Company Acquisitions from a Fund Manager

Companies viewed as cheap by acquisition standards often end up being acquired. However, being a takeout alone isn't a reason for owning or writing about a business. The focus is on finding undervalued companies with potential for value increase. Catalysts for stock price increase can include share buybacks, division spin-offs, asset sales, attractive acquisitions, and index inclusion. The success of Uber, a non-traditional value stock, and its continued presence on the list highlight the importance of a strong CEO, profitability, and competitive advantage in network effect business. The stock's increase in price is not a reason to sell it.

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