value

Latest news and analysis on value

Buy Hold Sell

Buy Hold Sell: 3 stocks that have been smashed (and 2 big buys)

In this episode, Medallion's Michael Wayne and First Sentier's David Wilson hunt for value among the ASX's beaten down stocks.
BXB
COH
+2
Buy Hold Sell
Livewire Markets
Equities

US dominance and global market trends: A 2024 mid-year analysis

1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:
John Goetz
Pzena Investment Management
Investment Theme

The case for China: investing beyond the headlines

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.
John Goetz
Pzena Investment Management
3