TOPIC

VALUE FUNDS News & Analysis

A checklist for valuing a share
Personal Finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes. 
Mark Lamonica | 19 November 2024
We lift our fair value in wide moat ASX share
Stocks
We lift our fair value in wide moat ASX share
Signs of improvement in continued improvement in core business.
Shaun Ler | 17 November 2024
2 of Morningstar's best new ideas for income investors
Personal Finance
2 of Morningstar's best new ideas for income investors
These two ASX shares have economic moats and may be appealing to those looking for dividend income.
Joseph Taylor | 04 August 2024
Are US large-growth stocks as unstoppable as they seem?
Stocks
Are US large-growth stocks as unstoppable as they seem?
Be cautious when you hear, “It’s different this time.”
Amy C. Arnott, CFA | 07 July 2024
Contrasting views of investing that may both be right
Funds
Contrasting views of investing that may both be right
Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
James Gruber | 20 June 2024
How I set myself up for investing failure
Personal Finance
How I set myself up for investing failure
I reflect on an early experience with “deep value investing” and other good stock picks gone wrong.
Joseph Taylor | 23 May 2024
Morningstar’s analysts shift outlook for Platinum after mandate loss
Stocks
Morningstar’s analysts shift outlook for Platinum after mandate loss
We cut our Fair Value and revise our estimates for Platinum’s future earnings
Shani Jayamanne | 02 April 2024
Is Life360 attractive after the shares jumped 40%?
Stocks
Is Life360 attractive after the shares jumped 40%?
Investors pushed the share price higher after announcing they would allow advertising on their social network. 
Roy Van Keulen | 03 March 2024
Beta is back
Markets
Beta is back
What does it take to prove an investment theory?
John Rekenthaler | 31 January 2024
3 ASX no-moat shares that are significantly overvalued
Stocks
3 ASX no-moat shares that are significantly overvalued
Investors are too optimistic about the prospects for these three ASX listed companies.
11 December 2023