ValueWalk Contributor
The author of this article is a contributor to ValueWalk.com. ValueWalk is your everyday source of breaking and evergreen news on everything hedge funds and value investing.
ValueWalk Contributor's Latest Posts
Asset Based Analysis: Does It Work?
Asset based analysis is one of the oldest and most fundamental ways to determine the intrinsic value of a stock. Benjamin Graham strongly advocated for this approach in his 1934 book, Security Analysis. Furthermore, Graham consistently invested in stocks using asset-based analysis throughout his six decade career. The question is, does it still work? Relevant […]
Go Long Value, Rotate Out Of Growth Stocks
“Low interest rates have made it very cheap for companies to grow. Higher ROI will outperform when capital becomes more expensive.” David Poppe, Sequoia Fund’s CEO, on why value stocks have underperformed growth stocks. According to Renaissance Capital, there were 192 biotech IPOs in the past 5 years, raising more than $14.7 billion. Most of […]
Benefits Of Utilizing A Stock Screener
Generating investment ideas can be tough. If you’re looking for ways to accomplish this task I wrote a whole article on the subject here, but with this post I want to focus on one way in particular, stock screeners. A stock screener can be an excellent way to generate investment ideas in an objective, unbiased manner. […]
Neuromama – How To Turn $25K Into $35B (sort of)
Would you like a 100 million-plus percent return on your money in a little more than four years? You would? Well, it can be done, but there are a couple of catches at the end that may prevent the enjoyment of the unearned riches. Have a look at this article from Bloomberg.com: A $35 Billion Stock, […]
Investing Ivy League-Style – Is It Right For You?
Suppose you want to pick a stock to invest in; how would you go about making your choice? Check out the Wall Street Journal or Barron’s, or find out what Warren Buffett buys? Ask a friend for the name of his broker? For years, novice investors sought out the simplistic advice of experts like Peter Lynch, […]
Is Peak Oil Demand In Sight?
Our latest research suggests lower long-term growth in demand for oil than previously forecast. This warrants a fresh, critical look at energy investments. Energy outlook: Key insights Our business-as-usual case integrates the latest McKinsey view on economic-growth fundamentals and granular sector and regional insights. Six key points have emerged: Growth in global energy demand will […]