deep value

Pepper Money is clearly a deep value opportunity. But it may also be an emerging structural growth opportunity. The PPM brand is well known and respected by mortgage...

The 10% rally in the ASX200 in November set records as the biggest monthly move since the index was created. A shift in narrative from ‘if’ to ‘when’ a vaccine will be...

Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

Investors face the double challenge today of an expensive market and an economy facing growing headwinds. One workaround for finding opportunities in this environment...

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or...

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....

Very few activities in life are both worthwhile and easy, and investing is no exception. While jumping on the latest high-flying momentum stock might win you the...

10 years into a bull market, and with most major indices showing triple-digit percentage gains from their lows, finding value is tough. Compounding the challenges,...