Price Is What You Pay, Value Is What You Get
The most important distinction in investing — and where all your edge comes from.
Price is the number on the screen — what the market is asking today. Value (intrinsic valueWhat an asset is really worth, based on its fundamentals.) is what the business is actually worth based on the cash it willArranging how your wealth passes on after death. generate over its life. They are not the same thing, and the gapA jump between one bar’s close and the next bar’s open. between them is the entire source of an investor’s profit.
How is intrinsic value different from market cap?
Market cap is just price × shares — the market’s current quote. Intrinsic value is your independent estimate of what the business is truly worth (based on its future cash flows). Investing is the art of buying when market cap is below your estimate of intrinsic value.