Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to one of its founders.
There is a ‘super sale’ in Big Tech and other ‘high-quality’ stocks, says this fund manager
The Wealth Creation Effect
Finance is in a funny place now. Corporate finance operates under the guidance of the NPV Rule. NPV Rule provides the following guidance to corporate executives: To the extent a corporation sources investment opportunities with [...more]