TheValuePerspective

@Thevalueteam

Eight London-based value investors sharing our thoughts and opinions on in our blog. Our views are our own.

London
Vrijeme pridruživanja: veljača 2011.

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  1. 4. velj

    “If it looks too good to be true, it probably is” is not just sound advice when it comes to investment and finance in general – as the ‘sign-stealing’ scandal now enveloping the world of US baseball illustrates

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  2. 30. sij

    RT : "We started the archive in 2014. So last year, five years on, we pulled out the drawer and looked at every company we looked at in 2014. And we wanted to do it with a very systematic approach. We used an After Action Review." - Simon Adler

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  3. 30. sij

    The more an activity involves luck, the greater the need for a robust decision-making process – and, as market strategist and author says in our first podcast episode, investment is no exception

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  4. 30. sij

    Ahead of the 2020 Super Bowl, we revisit an illustration of why sportsmen – like investors – need to make peace with the idea that good decisions made on the best available evidence can still lead to poor outcomes - 'Thinking in Bets'

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  5. 30. sij

    . explains the concept of 'congruence' to improve your investment process and deliver excess returns. Please listen to the first episode in our series on 'decision making under uncertainty' with Michael Mauboussin in the link below:

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  6. 28. sij

    . explains the concept of 'congruence' to improve your investment process and deliver excess returns. Please listen to the first episode in our series on 'decision making under uncertainty' with Michael Mauboussin in the link below:

    Poništi
  7. 23. sij

    In a wide-ranging discussion on the first episode of The Value Perspective podcast, market strategist and author Michael Mauboussin highlights techniques to help investors improve the quality of their decisions Listen to the interview here:

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  8. 22. sij

    January may traditionally be a time for market watchers to offer up lists of stocks to buy and hold for the long term but investors would do much better to ignore them and instead just focus on buying cheap businesses

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  9. 20. sij

    On the Spot with the Value Team Could 2020 be the year for value? How do you integrate ESG into a value approach? How do value investors incorporate ESG when it comes to Oil & Gas companies? About the increased exposure to Japan Watch the video here:

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  10. 16. sij

    In uncertain situations, as tends to be the case in investing, when you do not have all facts, it helps to think in probabilities. Yet, in one specific area of his expertise, Einstein struggled to accept that probabilities had any role to play.

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  11. 15. sij

    If you pay a premium for a growth business before its profits increase, then at least your investment should be ‘growing’ into that larger multiple – but paying up after the event makes absolutely no sense at all.

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  12. 14. sij

    What will be the catalyst for a value recovery? We find ourselves saying to clients, when making the case for value investing, that it is “the best opportunity in a generation” “OK, but what will the catalyst be?"

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  13. 9. sij

    Has internet invalidated reversion to the mean? Reversion to the mean is fundamental to value investing. What happens if the internet has so disrupted businesses/markets that it has invalidated the 100yrs of data that shows value outperforms?

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  14. 26. pro 2019.

    Each quiz has 15 questions – 4 picture and 4 anagrams indicating 8 songs at the top of the UK singles charts since 1951; 2 picture and 3 cryptic crossword clues leading to 5 people who have cropped up in TVP during 2019; and 2 Catchphrase-style cartoons.

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  15. 24. pro 2019.

    Christmas Quiz TVP is running 2 separate quizzes. In the spirit of goodwill to all, you can win a £100 donation to a charity of your choice and, in the spirit of goodwill to yourself, offers the chance to win a copy of Thinking in Bets by

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  16. 23. pro 2019.

    Can value bounce back? with “Out of the last 30 years or so, value has really only outperformed in maybe 7–so I understand why people would make that argument. The counter to it, though, is the logic of value investing is so compelling."

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  17. 4. pro 2019.

    The unlikely comeback of the vinyl record illustrates how, just like markets, human tastes and trends can often evolve in a cyclical rather than linear pattern

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  18. 3. pro 2019.

    With 2019’s bout of IPO fever showing little sign of abating, we highlight a research paper that reveals how badly long-term investors are likely to have fared after buying into a business the day it floated.

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  19. 2. pro 2019.

    The value of knowing how a benchmark index is constructed

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  20. 2. pro 2019.

    Given a single choice of these four stockmarket indices, where would you rather have been solely and continuously invested for the last 21 years? If you chose Russia, you chose right – but the chances are you didn’t.

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