Pressure has been mounting on many ASX LICs this year to address issues of sub-par performance and widening discounts to NTA. In some cases this has led to corporate activity in the sector that has subsequently seen strong returns in the shorter term for such LICs.Continue reading “5 FACTORS FOR PROFITING FROM ASX LIC TAKEOVERS AND WIND UPS”
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
I am not sure that it is, but I would like to explore some of the arguments that it may be. I have come across enough articles over the last year or so to suggest it could be broken, or even dead. If it is does that just mean as value investors we may need to tweak our approach slightly?
It has been a hot topic on various reddit value investing forums, so I thought I would weigh in with my 2 cents worth. Are the days of deep value investing working over?Continue reading “What If Value Investing Is A Little Bit Dead?”
I meant to write this post when beginning the blog to assist in describing my investment style but it slipped my mind. It resurfaced in my thinking when I recently read a book Margin of Safety, by Seth Klarman. Some areas he cites in the book that are useful to look for opportunities are very similar to what I look for. It would also be great if readers can comment on any current “special situations” they see out there in the markets. Continue reading “WHERE INSTITUTIONS AVOID AND RETAIL INVESTORS FIND BORING (special situation investing discussion thread?)”