Practical analysis for investment professionals

valuations


How Well Does the Stock Market Discount? Dell as a Case Study

How accurately does the stock market discount the value of a business based on future streams of actual net income, plus an estimate of terminal value? Dell provides a real-world example.

Take 15: Making the Case for Equities (Video)

Jeremy J. Siegel asserts that historical asset class returns, the prospect for continued strength in corporate earnings, and current valuation levels all support the case for investment in equities.

Asness: Shiller P/E is Signaling Risk of Another Lost Decade for US Stocks

With the Shiller P/E for the S&P 500 currently standing at a 21.5 (approximately 30% higher than its long-term average), many value investors, including Cliff Asness of AQR Capital Management, have adopted a cautious stance toward US stocks.

Aswath Damodaran: How Does Growth Investing Measure Up?

In a recently published paper, noted valuation authority Aswath Damodaran examines the discipline of growth investing and, in so doing, challenges the notion that growth investors are simply risk seekers who ignore valuation.



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