Month: September 2014

  • Ferrari or VW Bug? Same price, you pick.

    Ferrari or VW Bug?  Same price, you pick.

    Valuations are converging:  What are the implications? Investors are not differentiating enough between companies.  Value indifference creates opportunity for active managers.  Market declines will be sharper.  Managers should become more conscious of valuation and implement strategies along growth and quality lines.  (If you could buy and sell any number of Ferraris and used VW Beetles… Read more