ProductsTrack RecordPricingMCP ConnectorScannerNewsChartsHeatmapMarket SectorsMAD Academy
AdvancedStock Alerts + Tools0:46Valuation

Valuing the Pieces Separately

Sum of the parts values each business on its own multiple, and the gap to the market price is usually a discount rather than a mistake.

0:46 · 6 scenes

This lesson is part of a Stock Alerts + Tools plan.

What the lesson covers

  1. 0:00A conglomerate on one multiple is being valued as something it is not.
  2. 0:05The method. Value each segment on its own peers, add them, then subtract the debt.
  3. 0:15The gap it reveals. The pieces frequently add to more than the market pays for the whole.
  4. 0:24Why the discount exists. Head office costs, capital allocated badly, and the difficulty of analysing it.
  5. 0:33The honest warning. A discount can persist for decades. Finding one is not the same as it closing.
  6. 0:41Value the pieces, then ask what would ever make the gap close.
Not in your planYou hold No active plan

This section is part of Stock Alerts + Tools

The premium alert feed and MAD Setups, with every market board in real time.

What Alerts includes

  • Every premium alert with entry, stop, target and the thesis behind it
  • The alert archive and the live alert performance record
  • Alert notifications by email and in-app
  • MAD Setups: nightly setup detection across the whole market, and the setups playbook
  • Your own dashboard, plus the market dashboard, heatmap and sectors in real time
  • Pro Charting in real time
  • Real-time scanner with unlimited saved scans, scheduled runs and CSV export
  • News and the watch feed, watchlists and the watchlist drawer
  • MAD Academy: every concept guide, the trading set-ups and the whole training-video library
  • Premium support

Not included

  • No corporate events, filings or institutional ownership: those are Premium Stock Analysis Tools
  • No Company Deep-Dive or Market Deep-Dive: both are Full Membership only
  • No product tutorials: the in-app walkthrough of each tab is Full Membership only
  • No MCP Connector: connecting an AI app is Full Membership only

Add Stock Alerts + Tools

$149per month

or $1,299 per year (about $108.25 a month)

Start with AlertsPay yearly instead

Or get both

Premium Membership

$199per month

or $1,499 per year. Tools and Alerts together cost 248 a month bought separately.

Upgrade to Premium Membership
Compare every plan on the pricing page
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Valuing the Pieces Separately — MAD Academy Training Video · MadStockAlerts