Articles tagged as "valuation"
Needles in a haystack: Finding the compounders that drive long-term equity returns
While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than it appea...
What if the real American exceptionalism now lies beyond America’s biggest stocks?
Mega-cap technology companies have come to embody America’s market might – innovative, dominant, and seemingly unstoppable. Yet history suggests that when...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
Value matters: Steering a course through uncertain markets
History suggests that good stockpicking results can make an enormous difference when equity markets are generally weak. However, savvy investors can take wha...
Orbis: Hunting for value
Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...
