Learn How to Analyze Stocks Using the Strategies of Buffett, Lynch ...

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Methodology Example, Peter Lynch 1. If a financial or service company N/A (See tests below for financial firms) 2. D/E < 30% Pass—Best case 3. D/E ≥ 30% and < 50% Pass—Normal 4. D/E ≥ 50% and < 80% Pass—Mediocre 5. D/E ≥ 80%, and firm is a utility Pass 6. D/E ≥ 80%, and firm is not a utility firm Fail Note: if financial firm use Equity-to-Assets & ROA
Methodology Example, Peter Lynch 1. Sales > $1 billion and PE ≤ 40 Pass 2. Sales > $1 billion and PE > 40 Fail 3. Sales ≤ $1 billion N/A 1. ≥ 20% and ≤ 25% Pass—Best case 2. > 25% and ≤ 50% Pass 3. > 50% Fail
Page 1 and 2: Learn How to Analyze Stocks Using t
Page 3 and 4: Who: At Validea we follow numerous
Page 5 and 6: Let’s look at the quantitative st
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Page 23 and 24: Other Key Pillars In Strategy Rebal
Page 25 and 26: To Be Successful You Need To Stick
Page 27 and 28: Portfolio Construction - equally we
Page 29 and 30: Key Lessons We have Learned that wi

Learn How to Analyze Stocks Using the Strategies of Buffett, Lynch ...

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