Companies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreValue investors who are also history buffs may love Against the Gods: The Remarkable Story of Risk. Author Peter Bernstein traces the evolution of human understanding of risk throughout the centuries, from the gamblers and dice...
Read MoreI’ve talked about the opportunities that falling knives (aka large stock price drops) can create for value investors here. But I had no empirical basis for such statements. I was only making the case that buying a company...
Read MoreTo gauge how expensive the general market is, investors will often look at the market’s overall P/E. Unfortunately for investors, however, the market’s earnings can fluctuate dramatically. For example, S&P 500...
Read MoreAs value investors, we are trained to look at the “Goodwill” and “Intangibles” lines on a company’s balance sheet with great skepticism. After all, these supposed company assets are not hard assets...
Read MoreFor years, value investor Frank Martin’s returns suffered relative to the market as the tech bubble grew to epic proportions. Value stocks were getting clobbered. In 1998, the S&P 500 returned almost 30%; in the same...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreShares of office supplies distributor Staples (SPLS) fell almost 20% at one point Wednesday following the release of its second quarter results. But is the company worth so much less today than it was just two days ago? The...
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