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Australian & Oceania Region value and contrarian investment ideas
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Tag: Value Investing

Slowly Going Broke

April 25, 2019 admin

This isn’t an individual stock discussion – I haven’t added any new positions recently. And contrary to what the title…

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Filed under: Ensemble average, Kelly Criterion, Position sizing, Value Investing

Bruce Greenwald’s Approach to Valuation

February 16, 2018 Warwick Leave a comment

In my mind I sort value investing methodologies into the following categories: Quantitative ratios (e.g. P/B, P/FCF, EV/EBITDA). Backtests such…

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Filed under: Bruce Earnings Power Value, Bruce Greenwald, Value Investing

WPP AUNZ Underpriced?

February 8, 2018 Warwick Leave a comment

WPP AUNZ (ASX:WPP) is Australia’s largest advertising holding company and is majority (61.5%) owned by its namesake, WPP plc, following…

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Filed under: Earnings Power Value, Value Investing, WPP AUNZ

ERM Power

November 14, 2017 Warwick Leave a comment

Investment Thesis ERM Power Limited (ASX:EPW)  is a AUD 364M market cap commercial and industrial electricity retailer operating in the…

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Filed under: ERM Power, Value Investing

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