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Blog

21JUN 2019

Outcomes and timeframes – With Annie Duke, Part 3

The Value Perspective recently had the chance to chat with author and retired US poker player, Annie Duke, in the third of three resulting articles, we discuss outcomes and timeframes in the context of decision-making

2018

JULY

17JUL 2018

Blog

What makes us want to buy into a business?

Of the hundreds of businesses we have analysed over the last 12 months, only a dozen or so have ended up making it into our portfolios. Here we explain how we decided one stock had made the grade

MARCH

20MAR 2018

Blog

Why investment value is now key to buying ‘Brexit Britain’

The prospect of Brexit, among other things, appears to be leading investors away from UK equities but, providing they stick to value businesses, there is no reason why people should not still ‘buy British’

15MAR 2018

Blog

Value investing skills #4: Organisational 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 organisational ‘edge’ and how value investors can benefit from one

FEBRUARY

15FEB 2018

Blog

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 analytical ‘edge’ and how value investors can benefit from one

JANUARY

30JAN 2018

Blog

Value investing skills #1: Informational 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 informational ‘edge’ and how value investors can benefit from one

26JAN 2018

Blog

Are company ‘spin-offs’ worth a look?

On balance, ‘spin-offs’ – companies that are created from parts of larger businesses – have a habit of making money for their investors

2017

SEPTEMBER

19SEP 2017

Blog

Why we bought Provident Financial

The extraordinary amount of bad news surrounding Provident Financial in recent weeks would have been enough to pique the interest of any contrarian – and that is when the hard work of value investing begins