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Value Investing Theory Value and Application

Description
This thesis explores investing through the lens of value investing theory. It begins by examining the four M's of value investing: Meaning, Moat, Management, and MOS. The thesis then explains how to make a valuation for these companies using three different valuation methods. After exploring the theory through various authors…

This thesis explores investing through the lens of value investing theory. It begins by examining the four M's of value investing: Meaning, Moat, Management, and MOS. The thesis then explains how to make a valuation for these companies using three different valuation methods. After exploring the theory through various authors like Phil Towns, the theory is applied to four companies. These companies are Bloomin' Brands, Texas Roadhouse, Citi Trends, and TJX Companies. The thesis explores how value investing theory is applied to each company and then a valuation is formed for two of them.
ContributorsCline, Reid (Author) / Liu, Carol (Thesis director) / Wolfe, Mindy (Committee member) / Barrett, The Honors College (Contributor) / School of Accountancy (Contributor) / Department of Information Systems (Contributor) / Department of Management and Entrepreneurship (Contributor)
Created2023-12

Comparative Analysis of Costco and Walmart from the Value Investing Perspective

Description
This thesis project utilizes value investing principles to compare the financial success of Walmart and Costco. These principles are used to compare the performance of two similar business models in the retail industry by comparing Sam’s Club and Costco. Lastly, this thesis project explores which valuation method, among those commonly…

This thesis project utilizes value investing principles to compare the financial success of Walmart and Costco. These principles are used to compare the performance of two similar business models in the retail industry by comparing Sam’s Club and Costco. Lastly, this thesis project explores which valuation method, among those commonly used in value investing, performs most reliably in reflecting the intrinsic value of Costco and Walmart
ContributorsOnat, Can (Author) / Liu, Carol (Thesis director) / Rykaczewski, Maria (Committee member) / Barrett, The Honors College (Contributor) / School of Accountancy (Contributor) / Department of Information Systems (Contributor)
Created2025-05