A special offer, thematic value investing and a fight: value v growth
A special offer, thematic value investing and a fight: value v growth
Five things from the world of behavioural finance merged with global large-cap thematic value investing
Hey Accumulators
Here’s what I’d like to share this week:
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Drawing out themes is the mainstay of how I research the global large-cap universe. The radar is always on. The benefits to this are that you can quickly assess the temperature of the market and even niches within the market - the global macro - to help your research find direction. I publish my results. The website search bar then becomes a handy tool to look for pockets of undervaluation I’ve already published to the blog. It’s a win-win.
Speaking of notes on stocks, here’s a Fintech large-cap that has seen better days.
“Do those things as an analyst that you know you can do well, and only those things. If you can really beat the market, by charts, by astrology or by some rare and valuable gift of your own then that’s the row you should hoe”
Benjamin Graham
I dig (I’m a dad) the gardening reference from Benjamin Graham/. I found it inside my latest read ‘Fundamental Analysis, Value Investing, and Growth Investing’ by Roger Lowenstein and Janet Lowe. They tackle the value v growth debate well like an academic fight between Benjamin Graham and T Rowe Price. They share previously unknown insights about the father of value investing. Only available on Audible for some reason, but it’s well worth adding to your library.
This last May and especially this past weekend have been exceptionally busy. The war on weeds has been won. A new flower garden established. Spring Onions harvested. I planted tomatoes and sowed the winter brassicas (cabbage/kale/broccoli). Seasoned gardeners know that the sweat equity at this time of year pays dividends come harvest time. It is a magical time to be a gardener.
BONUS: how could I leave you without mentioning the debt ceiling negotiations this week? Clue: it was never in doubt.
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