…Damodaran’s comments: “Markets have always had a mix of traders—investors who care about price and people who care about value…Value investors need traders to provide liquidity, traders need value investors…
Search Results for: value
Weekly Highlights: What Value Models are Getting Wrong, Dalio on Bonds and Buffett's Winning Chinese Bet
…featured on the blog for the week ending 3/25/2021. The Posts We Discuss: The Five Horsemen of Valuation Ratios Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value…
Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way (EP. 78)
…are joined by Applied Finance founder Rafael Resendes, who has been a vocal critic of traditional approaches to value. We talk about why traditional value may not produce the kind…
The Five Horsemen of Valuation Ratios
…firm’s market capitalization to its book value. It’s calculated by dividing the company’s stock price per share by its book value per share. Book value is typically defined as the…
The Great Value Rotation and the Strategy’s Evolution
…visibly cheap or successful based on GAAP accounting data and more about finding value that is hidden from plain view. For avoiding value traps, it will be about finding value…