This paper profiles what I believe are core value investing general principles. In my work as a corporate financial and strategic advisor, I have observed a need for such an exposition because core value investing theory is not well understood by many corporate executives. Two anecdotal examples...

During the course and scope of our work as corporate finance advisors and researchers we have encountered a number of executives who struggle with their current methods of estimating business unit hurdle rates, and their methods of evaluating business unit portfolios. A number of these...

During the course and scope of our work as corporate finance advisors and researchers we have encountered a number of executives who struggle with their current methods of estimating business unit hurdle rates, and their methods of evaluating business unit portfolios. A number of these...

Books on Graham and Dodd-based valuation tend to be predominantly introductory in nature, and essentially present different interpretations of value investing, broadly defined. This book takes a different approach; rather than introduce a new variation on the value investing theme, it adopts the...

Value investing generates a great deal of attention from the practitioner community; however no-one, to the best of my knowledge, has formally categorized the development of this influential school of thought over time. The consequences of this extend beyond the obvious losses to financial...