Co-Founder - Applied Finance Group. Slowly educating the world that “value” investing without understanding Intrinsic Value is silly. Travel. Food. Friends.
Nov 4, 2023 • 4 tweets • 1 min read
🧵 1/4
Modern finance thread
To highlight its silliness
In Haiku and graphs
2/4
EMH says no alpha
But Intrinsic Value adds
Alpha day by day
May 21, 2021 • 15 tweets • 5 min read
1/ Little v “value” vs Valuation Investing
Little v “value” investing focuses on buying cheap stocks Example: High B/P
Valuation investing focuses on buying undervalued, stocks trading below intrinsic value