Tag Archives: Value Investments

Asset Bubbles and Bursts: The Re-emergence of Rational Valuation

Aswath Damodaran, the famed NYU finance professor and High Priest of quantitative valuation, shares a lot with Edward Altman, his equally famous colleague at NYU. (Damodaran penned “Investment Valuation: Tools and Techniques for Determining the Value of Any Asset”, a … Read More…

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“Is it Safe?” The Outlook for Investment in Emerging Markets

There’s a classic scene in the 1976 hit movie, The Marathon Man, in which Laurence Olivier, playing a skilled dentist who is also a Nazi war criminal, is torturing a young Dustin Hoffman. Using his medical know-how and some frightening … Read More…

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The (Ir)rationality of Markets

The Financial Times recently reported on a recent survey by the British Chartered Financial Analyst Institute of its members, which found that an increasing proportion believed that markets did not behave rationally: The British CFA recently asked members for the … Read More…

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Are We Not Taking Enough Risk…?

…At least when it comes to Innovation and the Venture Capital community? In times of trouble, organizations tend to do two things – 1) Conserve cash and 2) Focus on what you know. This makes perfect sense for most corporates … Read More…

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Surviving the Storm: Value Creation in the US Auto Parts Sector

In a period of unparalleled economic turbulence, perhaps no industry has been more severely impacted than the US Auto Parts industry. The sector, in tandem with the Big 3 Automakers, has been facing severe financial distress over the last year … Read More…

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