web analytics

Valuation Beta 2022 Update

September 16, 2022

In October 2020, Applied Finance published a research paper (Valuation Beta) that studied the attributes of a comprehensive intrinsic value framework in the context of asset pricing studies popularized by Fama French’s expansion from the […more]

Making Sense of Inflation

November 3, 2021

Forward interest rates and the long-term inflation expectations they contain is the critical rate watched by Federal Reserve policymakers. The Federal Reserve will view itself as “failing” if it cannot help inducing sustained long-term inflation of 2%. […more]

How to Value a Value Stock – Barron’s Feature

August 24, 2021

Our Co-founder, Rafael Resendes, has been featured by Sarah Max in Barron’s discussing the history behind our flagship Applied Finance Select Fund. Sarah explains why valuation distinguishes the Select Fund from most large value funds and why in the past three years it has performed better than 96% of its peers […more]

Market in Pictures – Issue #7

March 12, 2021

Tesla and Forced Opinions The market can be a cruel arbiter, eventually compelling all to have an opinion, kicking and screaming they might complain, but everyone is forced to place a bet. For much of […more]

Market in Pictures – Issue #6

February 16, 2021

Jeff Bezos to Quant “value” investors- I’m thinking of expanding $amzn beyond books – should I invest in my business? They all say – No Don’t!!! Our models show companies that invest in their business […more]

S&P 500 Expectations – Place Your Bets

January 25, 2021

Professional Investors do not like to compare investing and the casino, yet they are constantly making forecasts and evaluating their odds when making buy and sell decisions. Whether you are a sports bettor placing a […more]

Market in Pictures – Issue #5

January 25, 2021

A market-beating investor on Charles Schwab’s exclusive list of top-tier mutual funds explains why he believes traditional value investing never really worked — and shares his strategy for identifying the best cheap stocks https://t.co/KqVP0FbjpA — […more]

1 2 3 4

ValuationEdge™ Newsletter

Join to receive updates and exclusive

Valuation Driven® insights!

You have Successfully Subscribed!