intrinsic value

Latest news and analysis on intrinsic value

Equities

PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion.

Talk of PE ratios is as popular as ever, even amongst investment professionals. At Blue Oceans Capital, we don't recognise them as valid. Let me explain. The...
Will Simpson
Blue Oceans Capital
Equities

Investing in Xero: the science

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...
XRO
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners

Australian Equities: Strategies for investors to consider during low return markets (video)

Nikko AM
Nikko AM
Amova AM

Eight commandments for dealing with Mr Macro

Peters MacGregor Capital Management
Peters MacGregor Capital Management
Peters MacGregor Capital Management

Empired: Winning in the New World

EPD
Lachlan Hughes
Swell Asset Management

There are two major reasons to exit a position

Livewire News
Livewire News
Livewire

Scrapping franking credits would trigger steep price falls of BHP, Telstra and Woolworths

Clime Investment Management
Clime Investment Management
Clime Investment Management

In recent weeks we have spoken about our view about the risks in the current market place as stock prices have increased, but this has not necessarily been...

Clime Investment Management
Clime Investment Management
Clime Investment Management
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