deep value

Former geologist James Cooper explains everything may not be what it seems in the nickel market. That’s where contrarian opportunities lie.

Murdoch speaks with James Williamson the CIO at Wentworth Williamson about investing in deep value companies and private credit.

This essay demonstrates value investing’s superior returns compared to growth & value-light strategies.

Technology meets deep value in this ASX-listed microcap generating software-as-a-service revenue and trading at 1.4x maintainable EBIT

The outlook for gold is compelling.

Across most of history, if you were going to own value stocks, you would have really wanted to own the very cheapest of them. Exhibit 8 shows the performance of the...

Unless you’ve been living under a rock, perhaps one formed over millions of years under significant pressure, you’ll know that the coal market has had a dramatic...

Over the past six months, the manic-depressive side of Mr. Market has come to the fore, especially in the technology sector. Anything even remotely related to the...

Pepper Money is clearly a deep value opportunity. But it may also be an emerging structural growth opportunity. The PPM brand is well known and respected by mortgage...

The 10% rally in the ASX200 in November set records as the biggest monthly move since the index was created. A shift in narrative from ‘if’ to ‘when’ a vaccine will be...

Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

Investors face the double challenge today of an expensive market and an economy facing growing headwinds. One workaround for finding opportunities in this environment...

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or...

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....

Very few activities in life are both worthwhile and easy, and investing is no exception. While jumping on the latest high-flying momentum stock might win you the...

10 years into a bull market, and with most major indices showing triple-digit percentage gains from their lows, finding value is tough. Compounding the challenges,...