The Value Perspective

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20FEB 2018

Investment Red Flag Watch: Why we’re worried about the return of ‘SPAC’

Blog

20FEB 2018

Investment Red Flag Watch: Why we’re worried about the return of ‘SPAC’

We keep a folder of ‘red-flag market indicators’ – developments that make us very uneasy indeed – and one of them is the return of the so-called ‘spe…

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15FEB 2018

Value investing skills #2: Analytical edge

Blog

15FEB 2018

Value investing skills #2: Analytical edge

There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers. Here we consider the an…

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