We believe that altering allocations — even when using plain - vanilla index funds (which by the way are ultra low - cost and highly liquid)-- is a more powerful strategy than trying to understand business
fundamentals of a few companies better than others.
Not exact matches
When the euphoria
of the tech bubble made
fundamental diligence seem unnecessary,
few companies were willing to pay for these expensive consultants anymore.
We believe the dramatic reduction in value at a
few of these
companies is a short - term phenomenon and not correlated with the
fundamental value intrinsic to the
company.
The
company may sell more, produce more, change a
few non-core products or services along the way, but the
fundamentals of what the
company does won't.
What
few realize, however, is that over the past year, the Seattle - based
company underwent a
fundamental reinvention
of both its business model and its blogging platform.
I've talked with dozens
of people from legal tech
companies over the past
few months and they all admit to a
fundamental truth: The success or failure
of their products hinges on whether their customers make the necessary process changes to improve their practices.
Over the past
few years, ING Reliastar has undergone many
fundamental changes — with one
of them being the
company's name and branding.
If any
company can figure out how to continue increasing revenue while selling
fewer phones, it's the Colossus
of Cupertino — but it might require a
fundamental rethinking
of how Apple charges for its goods and services.