Not exact matches
Founded in 1992, we have excelled at distressed
investing since our inception and have built a highly regarded reputation for our focus
on deep value.
He is a
deep follower of
value investing philosophy, based on the principles of Ben Graham and Warren Buffett's «School of Value», delivering a compounded annual return of +12 % for the last eleven y
value investing philosophy, based
on the principles of Ben Graham and Warren Buffett's «School of
Value», delivering a compounded annual return of +12 % for the last eleven y
Value», delivering a compounded annual return of +12 % for the last eleven years.
Kevin Murphy at the London
Value Investor Conference, talking about how there has been a shift away from deep value to growth style investing, how this could affect returns and what impact a rise in interest rates could have on this s
Value Investor Conference, talking about how there has been a shift away from
deep value to growth style investing, how this could affect returns and what impact a rise in interest rates could have on this s
value to growth style
investing, how this could affect returns and what impact a rise in interest rates could have
on this style.
I have argued in
Deep Value and Quantitative Value that the acquirer's multiple (enterprise value / operating earnings) tends to outperform the better known Magic Formula although it is only one - half of the Magic Formula, which also includes return on invested cap
Value and Quantitative
Value that the acquirer's multiple (enterprise value / operating earnings) tends to outperform the better known Magic Formula although it is only one - half of the Magic Formula, which also includes return on invested cap
Value that the acquirer's multiple (enterprise
value / operating earnings) tends to outperform the better known Magic Formula although it is only one - half of the Magic Formula, which also includes return on invested cap
value / operating earnings) tends to outperform the better known Magic Formula although it is only one - half of the Magic Formula, which also includes return
on invested capital.
For over 30 years, Third Avenue has consistently pursued a fundamental, bottom - up approach to
deep value investing: we focus
on the company's balance sheet, the
value of its underlying assets, and the discounted price of its securities.
Although the author covers the basics of
value investing it has to be said from the outset that this is not a book for anyone seeking
deeper knowledge of finer nuances
on the topic.
At TAM, its concentration, whether GC or ITC, is exclusively
on outside minority passive
investing with
deep knowledge of companies and the securities they issue, and also price consciousness in trying to buy at big discounts from intrinsic
value for companies with good outlooks.
-LSB-...] reading about Investment Moats latest post
on Swiber Holding Ltd and his comments
on Deep Value Contrarian
Investing, I made a comment: -LSB-...]
Today we complete our series
on Seth Klarman, the founder of The Baupost Group, a
deep value - oriented private investment partnership that has generated an annual compound return of 20 % over the past 25 years, and the author of an iconic book on value investing, Margin of Safety: Risk - Averse Value Investing Strategies for the Thoughtful Inv
value - oriented private investment partnership that has generated an annual compound return of 20 % over the past 25 years, and the author of an iconic book
on value investing, Margin of Safety: Risk - Averse Value Investing Strategies for the Thoughtful Inv
value investing, Margin of Safety: Risk - Averse Value Investing Strategies for the Thoughtful
investing, Margin of Safety: Risk - Averse
Value Investing Strategies for the Thoughtful Inv
Value Investing Strategies for the Thoughtful
Investing Strategies for the Thoughtful Investor
I have taken a recent interest in running
deep value screens in an attempt to expand my
investing horizons beyond the basic trend following and momentum systems I regularly track
on Scott's Investments.
[NB: i) Church House's Argo stake is held by the
Deep Value Investments Fund, managed by Jeroen Bos — if you haven't read it already, I can highly recommend his recent book «
Deep Value Investing», ii) XXX Capital Management is a well - known European hedge fund, which hasn't publicly disclosed a holding in Argo to date, hence the redaction — Argo management are obviously aware of their shareholding & support, and iii) the letter was based
on a GBP 14p share price & a higher GBP / USD rate — at the current 13.875 p price and exchange rate, Argo now trades at a 36 % discount to net cash and investments, and a 47 % discount to net tangible assets.]
Amit Chokshi of Kinnaras Capital, an independent registered investment advisor focused
on deep -
value, small capitalization and micro capitalization equity
investing, has contributed a guest post
on Imation Corp (NYSE: IMN).
Amit Chokshi of Kinnaras Capital, an independent registered investment advisor focused
on deep -
value, small capitalization and micro capitalization equity
investing, has contributed a guest post
on...
Today's conversation is with Tobias Carlisle, a professional investor and the author of The Acquirer's Multiple,
Deep Value, Concentrated
Investing, and Quantitative Value — which happens to be one of my favorite books on i
Investing, and Quantitative
Value — which happens to be one of my favorite books
on investinginvesting.
Dividend Growth
Investing falls closer to GARP investing than deep value investing, because dividend growth investing relies on selecting companies with wide moats, strong balance sheets, the ability to grow dividends through recessions, and a product or service that you can see existing and indeed flourishing 10 or 20 years
Investing falls closer to GARP
investing than deep value investing, because dividend growth investing relies on selecting companies with wide moats, strong balance sheets, the ability to grow dividends through recessions, and a product or service that you can see existing and indeed flourishing 10 or 20 years
investing than
deep value investing, because dividend growth investing relies on selecting companies with wide moats, strong balance sheets, the ability to grow dividends through recessions, and a product or service that you can see existing and indeed flourishing 10 or 20 years
investing, because dividend growth
investing relies on selecting companies with wide moats, strong balance sheets, the ability to grow dividends through recessions, and a product or service that you can see existing and indeed flourishing 10 or 20 years
investing relies
on selecting companies with wide moats, strong balance sheets, the ability to grow dividends through recessions, and a product or service that you can see existing and indeed flourishing 10 or 20 years from now.
And in the fullness of time, as we have now come to realize, Toyota stock has gone up a lot from that standpoint, and investors, which properly explains the kind of results we've managed to have in our mutual funds that Consuela referenced, is because a patient investor with the contrarian
value mindset I've talked about, as long as you're buying the stocks
on sale and not those that are offered
on clearance, i.e., which nobody else wants ever — so we don't believe in distressed
investing or
deep value investing, we're talking about quality companies that are available
on sale — you can make what I'm going to call performance statements in your portfolios, as opposed to what I'm going to describe what a lot of investors try to make, which is fashion statements.