Tag: value investor

MY Investment Style

What If Value Investing Is A Little Bit Dead?

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?” →
ASX LICs, MY Investment Style

LIC Investing – 10 factors to check before buying.

A checklist for buying ASX Listed Investment Companies (LICs)

A list of 10 factors to check as a guide when to buy, scroll down for further explanations on each.

1) Discount / Premium to NTA

2) Management Expenses and ALL other costs

3) Performance Track Record

4) Investment Style

5) Alignment of management’s interest with shareholders

6) Ownership Structure

7) Investment Management Agreement (IMA)

8) Size of the LIC

9) Future Dividend Capacity

10) Marketing / Reporting of the LIC

When I look back at my investing mistakes, one common theme is rushing into a new purchase. I find I have usually done better when a number of months pass until I begin accumulating a position in a new idea.

When investing in LICs I try to make sure I have considered numerous factors first. That helps me avoid getting itchy fingers and hitting the buy button quickly. Continue reading “LIC Investing – 10 factors to check before buying.” →