Read Here: 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 […more]
We venture that few investors would have foreseen stocks at these levels had they known 2020’s timeline of events in advance. We have little if any idea on irrational exuberance or market tops but have some thoughts on where to, and where not to, look for value. […more]
Valuation Edge® Analyst Interview Series Jun Wang, CFA Senior Fundamental Analyst, Partner, Applied Finance B.A. Southwest University China, MBA California State University, Fresno Valuation Edge: Hello Jun, thank you for taking the time to share […more]
Company Financing A recent chart reminded us of another reason why many investors prefer the US markets. Securitization, while often maligned, forces a mark to market transparency for assets, such as bank loans, that might […more]
A quick look at some of the huge moves in the market yesterday on news that a viable vaccine for Covid-19 is on the horizon. Small cap value was up during the 2000 bubble pop […more]
In October 1995, Dan Obrycki and I started Applied Finance. As we struggled to solve several valuation problems back then, we did not know that we would ultimately create and manage the Valuation 50, one […more]
The 10 Yr. US Treasury yield ended the quarter flat at around 0.66%, though dipped to nearly 0.51% in early August. In July, headlines about rising Covid-19 infection rates in the US crowded the outlook […more]
For September 2020, we have put together some visual highlights of the state of markets over the past month. We touch on energy stocks, European banks getting crushed, insights on value investing and a humorous […more]
Valuation Edge® Analyst Interview Series Dhaval Sanghavi CFA, CPA Senior Fundamental Analyst, Partner, Applied Finance Dual B.S. from the University of Illinois at Urbana-Champaign The Valuation Edge® Analyst Interview Series seeks to pick the brains […more]
The reign of Tim Cook at apple has been extraordinary with the company’s valuation growing 5x larger on his watch. Deservedly, there has been little criticism of the cash returned through stock buybacks (~$340 Billion […more]
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