Comments on: Valuations and Brief Thoughts About Vodafone https://www.valueinvestingjourney.com/valuations-and-brief-thoughts-about-vodafone/ Value Investing Journey Thu, 27 Jul 2017 13:39:13 +0000 hourly 1 https://wordpress.org/?v=6.8.2 By: Jason Rivera https://www.valueinvestingjourney.com/valuations-and-brief-thoughts-about-vodafone/#comment-33 Sat, 27 Oct 2012 15:26:42 +0000 http://vijourney.wordpress.com/?p=1017#comment-33 In reply to mcturra2000.

Thanks for your comments.

I agree with your points as I do not think that Vodafone is a bad business. Acutally out of all the telecoms I have looked into I like VOD the most out of all of them. I especially like its 45% ownership in Verizon.

I too was not that worried about the debt, although it is higher than I would like. From a long term perspective I was more worried about the huge amount of cap ex that VOD had to put into the business constantly and the problems it has been having in India.

Most worrisome of all to me though was that I bought at too high of a price in my opinion and would have had a hard time making money off the company in the long term. Me buying at what I deem to be too high a price is ultimately the reason I sold my position in Vodafone.

]]> By: mcturra2000 https://www.valueinvestingjourney.com/valuations-and-brief-thoughts-about-vodafone/#comment-32 Sat, 27 Oct 2012 12:28:04 +0000 http://vijourney.wordpress.com/?p=1017#comment-32 I sold out of VOD earlier this year, too. I saw someone do a quick-and-dirty valuation on VOD, and I became convinced that VOD was likely undervalued.

I think investors in VOD will do OK, but it’s not a share to build a reputation on. Somewhat dull and lacklustre, I think there’s fairly low downside risk, but on the other side of the coin, modest upside.

I’m not worried about the debt levels, as the company is not in danger of breaching any covenants, and is a utility-type business.

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