This is a guest post that I thought would be of interest to my readers. Please read below to find out more about the author. (Note I have no affiliation with the below author / business).
Continue reading “Guest Post – How to determine if the trend is your friend”It has been a tough environment for active managers, so I thought I would take a look at a performance comparison of the most popular ASX LICs.
Continue reading “ASX LIC Performance Comparison – Not A Happy FY19”Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM THE LAST FEW MONTHS”
This article was first published by me on Talkmarkets: https://talkmarkets.com/content/stocks–equities/what-if-value-investing-is-a-little-bit-dead?post=214196
Is value investing dead in 2021?
My conclusion is value investing has died to a small extent as it pertains to taking quantitative screening tools and using them to pick out large cap shares in well covered developed markets.
Continue reading “What If Value Investing Is A Little Bit Dead?”I am not sure where I first read of someone describing a buyback of the “Claytons” variety, but ASX Listed Investment Companies are relevant to this topic. Perhaps I first read about Claytons buybacks here. Since then though it is always in my mind when I look at certain companies release their buyback announcements, especially LICs. Continue reading “ASX LICs and Claytons Buybacks – Reviews of Argo Global Listed Infrastructure (ASX: ALI) and NAOS ASX LICs”