Purvil Ghiya

Buying dollars for fifty cents

In his 2004 Interim letter to shareholders, Nick Sleep wrote— "Several studies and casual observation reveal that individual prices (of stocks) oscillate around a central price year in year out, and for no apparent reason. Certainly, business values don’t do this. Over time, this offers the prospect that any business, indeed all businesses, will be meaningfully mis-priced."

In this essay I decided to pen down common reasons why exceptional companies are often mispriced (or misunderstood) by the markets—

  1. Short term focus while missing the long-term trajectory (destination): Focus on GAAP profitability over cash flow, weighing too much on product launch delays, earnings miss, bad press

  2. Simplifying company to surface level optics: Use of heuristics like 'X' is the next 'Y'; failure to understand deep realities of business. Eg: Palantir is just a glorified consulting

  3. Low risk, high uncertainty opportunities: High uncertainty around future prospects can be off set by low valuation

  4. Creating new industries (misunderstanding innovation): No clear TAM, regulatory uncertainty, adoption uncertainty

  5. Company operating in a N of 1: No comparables available to value

  6. Business model transition (often involving capex cycles impacting cash flow in the short-term): Temporary pain from switching business models or entering new markets

  7. Controversial leadership: Eccentric founder/ CEO with extreme views and unconventional behavior

  8. Sector wide pessimism: Regulatory changes, cyclicality, sector out of favour

  9. Special situations: Spinoffs, turnarounds, post-litigation clarity, buybacks, sum-of-parts depressed valuation

  10. General bear market conditions: Interest rate fears, geopolitical instability, market correction

  11. Lack of coverage: Low institutional focus