The Value Perspective

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20AUG 2019

Why we chose not to jump on board Thomas Cook

Blog

20AUG 2019

Why we chose not to jump on board Thomas Cook

As Thomas Cook’s shares grew cheaper and cheaper, two rounds of research raised a number of ‘red flags’ that, for us, made the travel giant unattract…

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16AUG 2019

Why value investing works – in a single chart

Blog

16AUG 2019

Why value investing works – in a single chart

Why does value investing work? The answer can be found in one chart – and here is a thousand or so words on what that picture is worth to value inves…

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