Category Archives: Case Study

Dell Inc: Not So Fast Mr. Dell

There is a good live case study at csinvesting on the Dell Inc. (NASDAQ:DELL) private buyout being led by the founder Michael Dell and private equity firm Silver Lake Partners. The big question is whether the consortium’s bid of $24.4 … Continue reading

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Heartland Payment Systems, Inc: The Pipes in the Fight Against Cash

The Value Guys are two veteran Wall Street analysts that produce a podcast of their candid stock picks every week.  Using screens to cull through a list of stocks, The Value Guys narrow the list to three or four stock … Continue reading

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Models are Only as Good as Their Formulas

While I was brushing my teeth last night I thought about the discounted cash flow model that I used to value the high-tech HVAC company discussed in the last post.  I had the feeling something was wrong.  I asked myself, … Continue reading

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This Business Might be Worth More than $6.2 Million but I Wouldn’t Pay Up

John Chew over at csinvesting, a fun blog focused on Intensive investing education through case studies, posted a link to The New York Times You’re the Boss blog that makes for an interesting valuation case study.   The blog post, … Continue reading

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