The traditional approach to value investing is buying stocks that appear cheap relative to their book value. Most often these cheap stocks are discovered by investors who pour over financial statements and filings to establish stocks that others are underestimating. Independent research firm Boyar Research tears up the value-investing playbook by looking at value stocks through a private-equity lens, and demonstrating that finding value picks can be more than just looking at financial.
News & Press
The Edge Conference Hosts Joel Greenblatt, with 6 Tips & 1 Special Sits Idea
Nov 29, 2021
Over the years, Joel Greenblatt has surrounded himself with investing titans as a disciple of Warren Buffett and Ben Graham’s investing philosophies. He famously provided seed money to “Big Short” investor Michael Burry to start Scion Capita and received his own seed money from “junk bond king” Michael Milken. Between 1985 and 1994, the legendary investor averaged astonishing annual returns of 50% managing Gotham Capital — the predecessor of his current firm Gotham Asset Management.
Playboy’s Metaverse Vision Can Double The Stock Price
Nov 29, 2021
Following in the footsteps of Facebook’s decision to rename its brand as Meta, Playboy is revving up its entry to a Metaverse of digital and real-world opportunity as its successful SPAC launch will further transform and propel its brand into a global lifestyle.
Find Value Stocks by Analyzing Insider Trading
Nov 22, 2021
Elon Musk and his brother Kimbal hit headlines last week when they respectively sold $8 billion and $109 million of Tesla shares. That sort of behaviour can serve as a price signal for investors, according to George Muzea, who tracks when directors and employees buy and sell shares in their companies. “Insiders are basically value investors,” he said, speaking at the Edge Group‘s investing conference in London, which was raising money for Alzheimer’s research. “They buy into price weakness and.
Post-Pandemic Bets: ECM Watch
Nov 19, 2021
Meanwhile, special situations and activist investing will play outsized roles coming out of the pandemic, according to panelists at a conference on Thursday hosted by The Edge Consulting Group. Stocks including Uber Technologies Inc. and General Electric Co. contain hidden value that could be unlocked as the economy normalizes, investors and analysts said at the non-profit event benefiting The Alzheimer’s Association. “A lot of people take a look at the academic research and say ‘If you bought.
GE, Johnson & Johnson, Toshiba, the old conglomerates are splitting up
Nov 15, 2021
Three industry giants, GE, Johnson & Johnson, and Toshiba, announced this week their split into several companies, a fundamental move, demanded by the financial markets, intended to provide consistency and readability, while favoring the sectors of growth. “This illustrates a trend which has been at work for more than twenty years and which pushes companies to focus on a single market”, analyzes Michael Useem, professor at Wharton University and specialist in industrial restructuring. For him,.
Companies Breaking Up Are Signs of a Market Top
Nov 12, 2021
Companies all of a sudden seem to have a burning desire to break up. Investors get excited revaluing stocks, searching for hidden value that can boost portfolio returns. They shouldn’t. It’s a sign of a market top.
J&J to Spinoff Consumer Products and Focus on Drugs
Nov 12, 2021
Johnson & Johnson (JNJ.N) plans to spin off its consumer health division that sells Listerine and Baby Powder to focus on pharmaceuticals and medical devices in the biggest shake-up in the U.S. company’s 135-year history. The move by the world’s largest health products company follows similar announcements by conglomerates Toshiba(6502.T) and General Electric(GE.N) and underscores how big, diversified corporations are under pressure to simplify their structures.
5 Experts Warn Retail Investors to Be Cautious Regarding SPACs
Nov 1, 2021
Donald Trump’s latest deal sparked a retail trading frenzy and led some to argue that the former US president is making SPACs great again. After it was announced that Trump Media & Technology Company will go public by merging with Digital World Acquisition Corp., shares in the blank-check company soared by over 1,000% to the $130 level. That briefly gave Trump’s new venture an implied value of over $8 billion. A Special Purpose Acquisition Company, or SPAC, raises capital through a public.
Get the Edge on a Dell Spinoff
Oct 26, 2021
VMW will pay a special cash dividend of between $11.5 billion to $12 billion to VMW’s shareholders, which will include around $9.5 billion for DELL.