Buy - sell discipline

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Blog

05FEB 2019

How value can help prepare for the ‘Brexit test’ – whatever it may be

How we have been preparing our portfolios for whatever Brexit brings has, unsurprisingly, been a question we have fielded with increasing regularity in recent months and years, here on The Value Perspective

2018

OCTOBER

11OCT 2018

Blog

The one-word secret of the greatest investor you’ve never heard of

After seven very successful decades managing money, one of Warren Buffett’s heroes concluded that the secret of long-term investing could be summed up in a single word

04OCT 2018

Blog

Why patience is a virtue in table-tennis and investment

In common with one of the most successful players in women’s table tennis, we know that a highly disciplined and patient approach is crucial to achieving success in what we do

JULY

17JUL 2018

Blog

What makes us want to buy into a business?

Of the hundreds of businesses we have analysed over the last 12 months, only a dozen or so have ended up making it into our portfolios. Here we explain how we decided one stock had made the grade

JUNE

21JUN 2018

Blog

Is ‘off-peaking’ a millennial take on value investing?

As the UK’s millennials strive to make their money go further, a new trend is beginning to emerge that bears more than a passing resemblance to the basics of value investing

MAY

15MAY 2018

Blog

The value investing guide to keeping calm and carrying on

When markets turn against them, value investors can fall back on a set of disciplines that should assist a calmer discussion of the situation and a cooler analysis of what to do – and not to do – next

04MAY 2018

Blog

Portfolio turnover is more than a question of cost

High portfolio turnover is increasingly being criticised in the context of what it costs investors but there is another, less discussed issue – simple maths suggests fund managers with high turnover are also less choosy

MARCH

01MAR 2018

Blog

Analysts’ enthusiasm for a stock may not match its returns

A simple experiment by a stockbroker that tracked how analyst recommendations fared over the course of 2017 once again underlines why investors are better off doing their own company research