value investing tips
We look for certain behaviour patterns in management that are consistent with an efficient and prudent guardianship of our assets. If we visit a fan...
Tags: value investing, management
Most of the time we're picking up the pieces after a high-growth company hits the wall at 80 miles per hour, having made at least one too many...
Value investors tend to buy stock in companies whose value the rest of the market doesn't yet appreciate. Obviously there's no guarantee that the rest...
Lack of visibility on timing is one of the best things you can have as an investor with a long time horizon. We love situations where it's very...
I'm looking for steady cash flows, reinvested on owners' behalf by honest and able management. Steady cash flows come from businesses that, for one...
Institutional constraints and market inefficiencies are the primary reasons that bargains develop. Investors prefer businesses and securities that are...
If you look at technology-driven growth industries over the past two centuries
Always Invest with a Margin of Safety: Margin of safety is the principle of buying a security at a significant discount to its intrinsic value, which...
Tags: margin of safety, value investing
Look for consistency in mutual funds. As redemption requests mount and conditions deteriorate, some value funds shift managerial styles in an attempt...
Our experience shows there's a positive correlation between improvements in a company's return on invested capital and its stock performance. More...
