Weekly Recap

Reverse DCF Finds, Buffett’s Latest Picks, Dalio’s ETF Launch, and Disney’s Streaming Turnaround

November 22, 2024

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Weekly Recap: Reverse DCF Finds, Buffett’s Latest Picks, Dalio’s ETF Launch, and Disney’s Streaming Turnaround

Dear Intelligent Investor,

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In case you missed any of this week’s issues, you can catch up on them below. Or hit save on this email to review them over the weekend.

Monday, November 18

  • Reverse Discounted Cash Flow (DCF) analysis highlights opportunities in stocks priced for zero growth.

  • Celanese Corporation (CE), a specialty materials provider, is down 57% from its peak.

  • Despite challenges, CE has strong growth potential but is currently undervalued.

Tuesday, November 19

  • Berkshire Hathaway’s (BRK.A) latest 13F reveals new investments in Domino’s and Pool Corp.

  • Domino’s (DPZ) combines strong free cash flow, a 56% ROE, and a recession-resistant product.

  • Pool Corp (POOL), the largest wholesale distributor of pool supplies, benefits from its dominant market position and growing demand.

  • Both reflect a focus on quality businesses with durable advantages and growth potential.

Wednesday, November 20

  • Ray Dalio’s Bridgewater Associates plans to launch the SPDR Bridgewater All Weather ETF.

  • The risk-parity strategy balances risk among stocks, bonds, and commodities, offering diversification.

  • This innovative approach provides retail investors with tools to navigate market volatility.

Thursday, November 21

  • Disney (DIS) reports its first profitable streaming quarter, with $253M in operating profit for the segment.

  • The company targets double-digit EPS growth through 2026-2027.

  • Its streaming segment is now the primary challenger to Netflix (NFLX).

  • Disney’s streaming business may be significantly undervalued by Wall Street.

Thank you for reading today!

Happy Investing,
Value Investor Daily

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