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Here’s what you’ll gain by joining thousands of other investment professionals who subscribe to The Valuation Edge:
- Quantitative and Fundamental discussions on the state of the market
- Valuation Trends & Insights
- An introduction to a differentiated, Valuation-Driven approach to “value” investing
These insights are designed to help improve your investment process and enhance your knowledge on valuation and portfolio construction best practices.
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- Demystifying the False Choice of Value and Growth Investing
Across three decades of work as corporate consultants, equity research providers and asset managers, we have come across some very common mistakes and misconceptions in the world of finance and valuation. The premise of The Valuation Edge is to shed light on some of the most common pitfalls and help our readers avoid them.
One goal of ours is advancing the discussion on valuation and portfolio construction best practices by sharing some of the wisdom and lessons we have learned by performing 20 million, live, out-of-sample valuation estimates. Many unique and valuable insights can be extracted from this massive set of data that we’d like to share with you.