Welcome to the New Value

Welcome to the New Value

“To resist change is like holding your breath – if you persist, you will die”. Lao Tsu It seems no style of investing has a more dogmatic, rear-view mirror approach than classic value investing. Even the word “value” is a loaded term that is self-evident, and its...
Welcome to the New Value

The Importance of “E” in P/E

Don’t Fall into a Value Trap!   The core tenet of many value investing strategies is often mean reversion. Simply put, this is when managers bet that bad things will improve – that the poor fundamentals of a company won’t last. During a period of...
Equity Research

Equity Research

HNW Equity Earnings Reports – May 2020 Amazon (AMZN) Case Study  American Tower Corporation (AMT) Case Study Apple, Inc. (AAPL) Case Study BlackRock, Inc. (BLK) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart,...