Biography
Alon Bochman, CFA, is a partner in Genpact's (NYSE: G) capital markets consulting practice, based in New York. He works with asset managers and banks to help them make better decisions with data. Previously, he spent two years managing an equity portfolio for SC Fundamental. Bochman began his career as a programmer by co-founding a social networking software firm eventually acquired by Thomson-Reuters. He holds an MBA from Columbia Business School and a BA from the University at Albany.
About a month ago, I wrote about the attractive historical performance of negative enterprise value stocks. This week, I’d like to illustrate some of the… READ MORE ›
Value investing is about finding and buying a bargain, a dollar selling for 70 cents or less. One of the most tantalizing apparent bargains offered by the stock market is the negative enterprise value (EV) stock: a stock that… READ MORE ›
I’ve recently had the pleasure of catching up with the Berkshire Hathaway Annual Report for 2012, which contains an interesting discussion on dividend policy. With dividends being all the rage in our low interest rate environment, this seems like… READ MORE ›
Financial statement analysis and security valuation are a big part of our training as CFA charterholders; for many of us, they are the most important part. We pride ourselves on the thoroughness, sophistication, and level of detail of our… READ MORE ›
“One cool judgment is worth a thousand hasty counsels. The thing to do is to supply light and not heat.”
– Woodrow T. Wilson.
“When you can’t make them see the light, make them feel the heat.”
– Ronald Reagan
I had the… READ MORE ›
When I was four, my grandmother would often supervise me at mealtime. Like many grandmothers, she believed her mission was to get me to finish all the food on my plate whether I was hungry or not. First, she… READ MORE ›