Sentences with phrase «as a value investor sparinvest»

«As value investors are contrarian investors, we're always trying to find those spots around the world.»
Karsan suspects that Research In Motion has been a victim of a phenomenon he sees often as a value investor: confirmation bias, the tendency to selectively place undue importance on items that confirm one's original opinion.
«My view is that, at least in my career as an investor, this is probably the toughest market today to operate in as a value investor,» Wiseman told reporters in a briefing Friday.
Watsa, the CEO of Fairfax, made his reputation as a value investor.
As a value investor, sometimes I'm asked what I mean when I talk about paying attention to the underlying characteristics of a company or industry.
As a value investor, [I encourage you to] keep up the misinformation.
As value investor Howard Marks wrote in The Most Important Thing, «Rule number one: most things will prove to be cyclical.
As value investors, we tend to invest in companies when they are viewed as «out of favour» by the market and have declined in price.
As value investors, we tend to include companies in the portfolio when they are viewed as «out of favour» by the market and have declined in price.
We think this provides a competitive edge and the best chance for long - term success» Allan Mecham «One thing you can do as a value investor is to arbitrage time and to recognize that you're going to be early, but if you get the right price, it all works out in the end» Preston Athey
As value investors, we always want to believe that the stock is overreacting to bad news.
For more than 40 years, Harris Associates has practiced consistent investment principles: as value investors, we seek out significantly underpriced companies that have strong business fundamentals and proven, shareholder - oriented management teams.
By LEWIS JOHNSON — Co-Chief Investment Officer July 9, 2014 As value investors we sometimes find ourselves in the most obscure parts of the market.
As value investors, we patiently wait for the gap between a company's stock price and our estimate of intrinsic value to close, and over the past 12 months, the gaps have narrowed.
As value investors focused on margin of safety, we are forced to consider whether the elevator side of the equation has been tuned - up to deliver equally impressive (downside) performance when the time comes.
As value investors we sometimes find ourselves in the most obscure parts of the market.
As an aside, I don't think growth investors are as accustomed to using sum - of - the - parts models as value investors are, so that lack of familiarity creates an opportunity for us.
That brings me to our newest position, which will no doubt make some question our credentials as value investors: Amazon.
So, here are those five meaningful thoughts that Guy writes about in his book, which I believe serve a great learning for most people aspiring to find a greater meaning in life and become better as value investors.
Many of the managers that own stocks in the S&P 500 universe, such as the Value Investor shown above, also own securities that do not fall into that universe.
As value investors we think this is pure nonsense.
«I look at myself as a value investor.
Grantham notes that, as a value investor, we are likely to be testing the patience of some clients, but given we only want clients who are patient, we are more than comfortable being tested by the market.
This is largely rooted in our long experience as value investors, which helps us «understand the market backwards,» to paraphrase Kierkegaard.
As a value investor, one of the most important free investing resources is Buffett's earliest partnership letters.
The second metric I look at as a value investor is Price to Earnings ratio (commonly called PE ratio).
As a value investor, the following statement stood out to me:
Finally, my score on «projection», at around half the average, offered reassurance as a value investor.
The Oracle of Omaha is known for vocally disagreeing with the Efficient Market Hypothesis, and as a value investor myself it's hard to disagree.
If you are really good at accounting, you might be good as a value investor.
As value investors, we don't want management making dumb decisions to try to increase the short term profitability (and stock price) at the expense of the long term.
Also, as a value investor myself, I think the following pair of questions is worthy of reflection and debate: 1) Is undervaluation better thought of as a ranking factor or a safety factor — e.g. should one try to pick the most undervalued stocks so they go up the most, or should I try to pick stocks with most improving outlook and use undervaluation and / or low growth estimates as a safety net in case they blow up?
And as value investor each one of us are looking for risk reward ration and not holding period..
In maintaining the original goal of educating students who are ready to take on leadership roles as value investors, students shall decide the amount of the prize that they wish to keep and the amount that they wish to donate to an area of their choosing within Columbia Business School.
These gaps between price and value get all the more prevalent in years where the overall market experiences volatility — which is one reason why as value investors, we root for volatility — it provides us with opportunity.
This is largely rooted in our long experience as value investors, which helps us «understand the market backwards,» to paraphrase Kierkegaard.
As a value investor I really appreciate your emphasis on value.
As a value investor, I can often be accused of being a contrarian.
Working for one of the financial media's largest agencies, and as a value investor, why do you think analysts get it so wrong?
As value investors, the key as to why market drops can provide opportunity is understanding price versus value.»
A great «unwind» typically inures to our benefit as value investors due to relative out - performance.
As a value investor Sparinvest has built an investment process to capture opportunities in the corporate bond market by value screening.
Question: As a value investor, you have mentioned you look out over the 3 -5-year period.
As a value investor, Marks is not a fan of technical analysis (i.e. charting) but he does stress the importance of understanding what he calls «market technicals,» or non-fundamental factors that affect the supply and demand for a security.
To thrive as a value investor, one needs to overcome one's preferences for «the safe bets»; the stocks and companies the media praises and prophesy golden rainbows.
As a value investor, I understand that purchasing out - of - favor stocks can often lead to disappointing short - term performance.
On the other hand, as a value investor I also understand that purchasing out - of - favor stocks can lead to enhanced long - term total returns at reduced levels of risk.
You may be very clever, but if you don't possess the proper mindset and a stodgy psyche, it'll be quite difficult to behave as a value investor.
As a value investor, I am totally cognizant of the reality that attractively valued bargains are hard to find in a strong bull market.
So I guess that my concerns about the company were probably for a large part unfounded, but at the same time it also illustrates one of the bigger risks you face as a value investor.
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