Dig deeper, look broader, go global and even during the recent overbought stock markets you can find treasures. Last couple of years have not been easiest time for the rigorous value investor. Most of the biggest markets are after several years of soaring prices more or less fully priced. Bargain stocks are difficult to find,… Continue reading Christmas Gifts for Bargain Hunter
The biggest issue in finding deep bargain stocks and net-nets is the overall level of stock market valuations. We have already lived the time of high stock valuations for many years. P/E values are above average globally. One reason is certainly the low interest rates. And they also partly justify higher valuation multiples. This means… Continue reading What Makes the Deep Value Investor When Net-Nets are Going to Disappear?