Some links | Value Investing News

Some links

  • Prof. Damodaran on valuing vs. pricing IPO stocks Will “Value Investing” ever make a come back ?
  • Interesting statistics on outperfomance of active stock managers (hint: High conviction helps…) Good Q&A session with Bill Nygren (Oakmark) Ben Evans thinks that Machine Learning (ML) is the new SQL Valuesque with 2 good posts: 1) Adjusting for Hyperinflation (Unilever) and 2) Securitization transactions (Schaltbau) John Kingham on (long term) lease obligations & IFRS 16
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