Rafe Resendes and strategies featured in Business Insider

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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

Applied Finance
Applied Finance, a thought leader in valuation and portfolio construction, is a true “value” investment management company. Unlike the majority of firms today that focus on low multiples to define “value”, we define value as identifying companies trading below their intrinsic value. Our Valuation Driven™ approach forms the foundation of our investment decisions...more

Looking Back, Looking Forward – 2022Q3

Those latest earnings forecast, are implying an economic soft-landing, not an outright severe recession. Historically, the SP500 EPS change during a recession was a decline in the high teens. That said, with the SP500 losing nearly a quarter of its value YTD, investors clearly have embraced less robust prospective earnings than what the consensus estimate is suggesting. […more]