Ten insightful books for value investors City Talk Here on the Schroders value team, we’re always looking for an opportunity to gain an investment edge. Books don’t necessarily need to be directly connected to investing in order to help us find new insights. Here, we consider a variety of books that we think can offer useful perspectives to investors. Juan Torres Rodriguez suggests [...]
From shares to lottery tickets – the key to gauging the value of anything City Talk ‘Expected value’ is the notion of trying to assess the value of anything with an uncertain monetary worth – be it a share in a company or a lottery ticket Here in the UK, your odds of winning the National Lottery do not change. When, for example, you could pick from 49 numbers, your chances [...]
‘Thinking Fast and Slow’: Two big lessons for investors City Talk On The Value Perspective blog, we aim to extol the merits of value investing, the art of buying shares that are unloved by the market for no good reason. The summer holidays – and this guest column on CityAM – offer an opportunity for us to highlight investing books that can help keen students [...]
Doubts about ‘value investing’ have returned to their pre-dotcom crash high December 18, 2017 Is legendary investor Warren Buffett losing his golden touch? On our Value Perspective investment blog, we would never dream of suggesting such a thing but type “Buffett losing touch” into Google and you will find plenty of financial commentators have, from time to time, had no such qualms. What is really interesting, however, is not [...]
Is it still possible to find value in retail stocks? August 23, 2017 With the wider market so clearly out-of-love with the retail sector in general, it should come as no surprise that so many of its members are now flashing up as being of potential interest to value investors. On our Value Perspective blog, we certainly anticipate spending a lot of our time over the coming months [...]
Amazon: Is this the end for ‘old-school’ retailers? August 22, 2017 If you are a regular reader of the financial press, you could be forgiven for thinking some kind of corporate serial killer is currently on the loose. On an almost daily basis, fresh obituaries appear for retail businesses and there is a strong consensus on who is to blame – the global phenomenon that is [...]
Is South Korea still an investment ‘value trap’? June 23, 2017 ‘Value trap’ is a term used by investors to describe an asset that appears to have been under-priced by the market but turns out to be cheap for a reason. This is often because its ability to make profits has in some way been severely and permanently impaired. It tends to be used in relation [...]
Can investors spot the Amazon stocks of the future? June 8, 2017 May was a big month for Amazon. Not only did it celebrate the 20th anniversary of its stockmarket floatation, its share price edged past the $1,000 (£776) mark for the first time. It's not bad going for an internet book-seller that began trading at just under $2 a share. This 49,000%-plus return means anyone who [...]
