GuruFocus publishes a monthly Buffett-Munger Bargain Newsletter in which we analyze and recommend the stocks that younger Buffett and Munger would like. These are high quality companies and traded at bargain prices.
This month's top pick is a global publisher who you might not expect to be benefiting from the shift to digital content. The move to digital along with the companies continued efforts to move production overseas has allowed the company to steadily expand margins. This margin expansion coupled with the company's strong, decades long track record of growing revenue and earnings makes it an attractive business. Finally, the company is trading at historically low valuation levels giving investors an ideal entry point to make an investment.
Download August. Buffett-Munger Best Bargains Newsletter: the 12-Page Report
GuruFocus also hosts a Buffett-Munger screener that can be used to find companies with high quality business at undervalued or fair-valued prices:
If you are not aware, we also publish a monthly Ben Graham Net Current Asset Bargains Newsletter on the first of each month. (Download), and Micro-Cap Magic Formula Newsletter (Download), all three monthly newsletters are included in the subscription of Premium Membership.
These features are for Premium Members only. If you are not a premium member, we invite you for a 7-day Free Trial.
This month's top pick is a global publisher who you might not expect to be benefiting from the shift to digital content. The move to digital along with the companies continued efforts to move production overseas has allowed the company to steadily expand margins. This margin expansion coupled with the company's strong, decades long track record of growing revenue and earnings makes it an attractive business. Finally, the company is trading at historically low valuation levels giving investors an ideal entry point to make an investment.
Download August. Buffett-Munger Best Bargains Newsletter: the 12-Page Report
GuruFocus also hosts a Buffett-Munger screener that can be used to find companies with high quality business at undervalued or fair-valued prices:
- Companies that have High Predictability Rank, that is, companies that can consistently grow its revenue and earnings.
- Companies that have competitive advantages. It can maintain or even expand its profit margin while growing its business
- Companies that incur little debt while growing business
- Companies that are fair valued or under-valued. We use PEPG as indicator. PEPG is the P/E ratio divided by the average growth rate of EBITDA over the past 5 years.
If you are not aware, we also publish a monthly Ben Graham Net Current Asset Bargains Newsletter on the first of each month. (Download), and Micro-Cap Magic Formula Newsletter (Download), all three monthly newsletters are included in the subscription of Premium Membership.
These features are for Premium Members only. If you are not a premium member, we invite you for a 7-day Free Trial.
