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.
This article illustrate some of the challenges of investing in negative EV stocks by delving into some recent opportunities.
How many of the myriad qualitative facts that we gather about a company ahead of an investment decision actually make a difference? Wesley Gray and Tobias Carlisle offer a different approach in their fascinating book Quantitative Value.