by Ankur Shah | Jul 18, 2023 | Investment Strategy, Stock Analysis
Warren Buffett is widely regarded as one of the most successful investors in history. Over several decades, he has generated consistent market-beating returns and become one of the richest men in the world. Although Buffett dutifully lists his largest positions in...
by Ankur Shah | Jul 18, 2023 | Investment Strategy
It may surprise you, but I became a value investor very late in my professional career. After completing my MBA at Harvard Business School, I joined a San Francisco-based hedge fund. I enjoyed the work and l learned the basics of how to do fundamental analysis and...
by Ankur Shah | Jul 18, 2023 | Investment Strategy
In the short-run almost anything from the financial news media, sentiment or god forbid Cramer can cause share prices to fluctuate. However, over time a company’s fundamentals such as earnings, sales and cash flows and overall quality are the main determinants...
by Ankur Shah | Jun 9, 2023 | Valuation
Vince Lombardi was the coach of the Green Bay Packers an American Football team during the 60s. He would win a total of five NFL championships over a span of 7 years and never coached a team with a losing record. He attributed his success to a focus on the...
by Ankur Shah | Jun 9, 2023 | Valuation
I’m currently in the process of re-reading the 7th and latest edition of Valuation. The book was originally written as a how-to guide for McKinsey & Company consultants. I’m reading it again to brush up on my fundamentals. As I’m writing this...
