John Holt, CFA joined Applied Finance in 2014 and is involved in the management of both quantitative strategies and analyst driven strategies.
Investors too often focus solely on dividends, when they should consider a combination of dividends and share repurchases. In a decade-long spell of low interest rates, public companies have strong incentives to reconsider their capital […more]
Tracking Valuation Hazards: How risky are markets today? During the Covid-19 pandemic, tech and other internet companies have routinely seen good performance as consumers have been forced to work from home, isolate and disregard certain […more]
The largest few companies in the US have dominated performance over the past 4-5 years. The recent Covid-19 pandemic has intensified this trend in recent months. In particular, the largest five companies the in US […more]
Over the past 25 years, Applied Finance has studied market patterns and trends using millions of Valuations. The firm’s live database goes back to 1998, with further data starting from the early 1990’s. The two […more]
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