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
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 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?)”