Category Archives: Valuation

Warren Buffett’s recommendation: choose passive

Warren Buffett shares his recommendation to investors In the world of investment management one of the most revered active investment managers is Warren Buffett. Known as the “Oracle of Omaha”, Buffett has delivered considerable returns for his Berkshire Hathaway shareholders … Continue reading

Posted in Active Management, Decision Making, Education, Equity Markets, Passive Management, Risk, Thoughts, Valuation | Comments Off on Warren Buffett’s recommendation: choose passive

Thoughts from the London Value Investor Conference

On Thursday of last week I attended the annual “London Value Investor Conference”. This is the fifth year for the conference since it was established in 2012, of what can only be described as an investment marathon of a day … Continue reading

Posted in Active Management, Decision Making, Education, Thoughts, Valuation | Comments Off on Thoughts from the London Value Investor Conference

Be careful where you invest your love…

Valentine’s Day, a day for celebrating love, albeit slightly contrived and infiltrated by the reach of commercialisation that permeates all walks of life. They say love is the most powerful emotion of all, therefore it is no surprise that the … Continue reading

Posted in Active Management, Business Strategy, Decision Making, Financial Markets, Thoughts, Valuation, Volatility | Comments Off on Be careful where you invest your love…

Thoughts on valuation & market predictions

In May 2013, I wrote this piece on valuation – Equity Markets: Valuation is in the Eye of the Beholder – which I think might be worth revisiting for anyone querying current valuations in equity markets and the outlook for … Continue reading

Posted in Financial Markets, Risk, Thoughts, Valuation | Comments Off on Thoughts on valuation & market predictions

Google: $90 Billion more valuable in one week!

“Sorry, love it at forty. It’s an insult at fifty. Their analysts don’t know preferred stock from livestock…”                                   Gordon Gekko, Wall Street (1987) … Continue reading

Posted in Equity Markets, Forecasting, Thoughts, Valuation, Volatility | Comments Off on Google: $90 Billion more valuable in one week!

Equity Markets: Valuation is in the Eye of the Beholder

With many of the major equity indices at or near record highs it is natural to ask whether equity markets are overvalued. First of all valuations differ dramatically by geographical region and second, one’s estimate of fair valuation is to … Continue reading

Posted in Bank of England, Bank of Japan, Equity Markets, European Central Bank, Forecasting, Monetary Policy, Thoughts, US Federal Reserve, Valuation | Comments Off on Equity Markets: Valuation is in the Eye of the Beholder