Price is what you pay, value is what you get
“Ben Graham taught me 45 years ago that in investing it is not necessary to do extraordinary things to get extraordinary results”, Warren Buffet, Annual Report 1994 This truly modest […]
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Outlook: December 2020 and Year Ahead
Outlook: December 2020 and Year Ahead
Our consensus view for the year ahead is for a less volatile 2021 in comparison with the extremely volatile 2020, spiked from the pandemic.
Our view is that we are in a Post Recession Point at the moment, with unemployment at high rates but falling.
Is Here the Bottom for European Banks?
European banks are currently trading at depressed valuations. Lowest prices in 15 years and near the levels of their bottom during the March 2020 Coronavirus crisis.
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