THROUGH THE LENS OF A VALUE MANAGER
CHEAP IS NOT VALUE
Inexpensive technology stocks can often be value traps. A strong understanding of trends is paramount in determining where to find high-quality investment opportunities.
We evaluate the importance of intangible assets.
QUALITY | PRICE | DISCIPLINE
UTILIZING THE QPD FRAMEWORK WHEN EVALUATING TECHNOLOGY STOCKS
Growth vs. Value – Obtaining the best of both worlds and why the market hasn’t properly discounted valuations in certain names within the industry.
Is Amazon a value stock? Yes, No, Maybe…
I don’t know and I don’t care!
CONNECTING THE DOTS
Many second derivative beneficiaries of disruptive change can be found with attractive risk/reward. Things to consider…