Value Investor Insight’s Post

Ever wondered how Elston’s Portfolio Managers analyse ASX companies and decide which stocks make it into the portfolio? Elston Co-Found and Portfolio Manager Bruce Williams, explains the process in this short video.   #elstonexplains #asx #investments

Check out the highlights from our Spring Summit session with PJ Patel, Co-CEO, Charles Sapnas, CFA, ASA, Managing Director, and Chris Mellen, Senior Managing Director of VRC (Valuation Research Corporation). Together, they discussed the evolving landscape of private equity in the current economic climate. What's your take on the current PE trends? Did you miss this session? You can catch the on-demand version here: https://hubs.ly/Q02sPXqX0 #MergersAcquisitions #SpringSummit2024 #MAScience #Valuation #PrivateEquity

Dividends are always positive contributors to equity market returns...and companies with growing free cash flow are almost always positive contributors to equity market returns over rolling 10-year periods

Capital Markets / Investor Relations in Two Minutes or Less The Rubis Five-Step Turnaround Cycle Whether your stock is trading below $5, or your stock is just stuck from a valuation perspective, the Rubis Five-Step Turnaround Cycle can help fix the problem. The Rubis Five-Step Turnaround Cycle: 1.     Extreme Change 2.     Develop a 3-to-5-Year Plan 3.     Hold an Analyst Day 4.     Execute on the Catalyst Pathway 5.     Continuously Refresh the Catalyst Pathway Any turnaround starts with an extreme change response to the crisis at hand. There are three obvious extreme change responses 1.     Executive Team Change: One Member or Many Members 2.     Change the Company Make Up: Asset Sale or Asset Divestiture 3.     Settlement: End Whatever Crisis Exists The extreme change response is necessary to illustrate to investors that your respect the pain felt over capital impairment. Remember the pain will linger for a long period of time. Next, develop a 3-to-5-Year Plan to help investors re-engage with the company. There are three critical components of the 3-to-5-Year Plan: 1.     Updated Strategy 2.     Catalyst Pathway: More and Longer = Best 3.     Long-Term Financial Targets Once the 3-to-5-Year Plan is developed the goal needs to be to present that plan at an Analyst Day. An Analyst Day signals a couple of things, especially for a stock under $5: 1.     Extreme Confidence from Management 2.     The Stock is Undervalued 3.     Extremely High Probability Catalysts Exist to Re-Rate Valuation Higher After the Analyst Day, the company needs to relentlessly execute on the catalyst pathway presented: 1.     Execute: Good and bad, just explain what happened and how you are adjusting 2.     Execution = Track Record 3.     Track Record repairs credibility, brings investors back, and keeps them engaged Lastly, ensure you continuously update the catalyst pathway for investors: 1.     Refresh: As you move through your plan, refresh new catalysts as you pass each quarter and each year of the plan 2.     Extending the catalyst pathway will keep investors engaged longer Executing on the turnaround requires extreme focus, copious amounts of hard work, and extreme patience. Even with perfect execution, the best outcome may be M&A at a small premium. Wishing you an epic New Year! Always here to help! #investorrelations #CFO #FP&A #CEO #capitalmarkets #financialguidance #turnarounds #steverubis

Join Kien Trinh, Head of Research at Stock Doctor, and Senior Equities Analyst Jason Yin, as they review equity markets in April. The stocks highlighted in this episode are Lynas Rare Earths (LYC), BHP Limited (BHP), National Australia Bank (NAB), Coles Group (COL), and ResMed (RMD). In light of BHP's takeover proposal for Anglo American, the pair explain how investors can analyse the impact of acquisitions. Tune in to find out more. #asx #invest #financenews

How Investors Can Make the Most of Microcap Shareholder Meetings Small cap stocks, for all the opportunity they may present, can be notorious when it comes to finding meaningful information about the underlying business. Shareholder meetings are a regulatory requirement for publicly traded companies for this very reason – to share information so investors can make intelligent decisions about their allocation of capital. The Microcap Con... Read more: https://loom.ly/kjGT6GQ #TheMicrocapConference #microcaps #microcapinvestor

Join our Head of Research, Kien Trinh and Senior Equities Analyst, Jason Yin as they highlight the corporate risks around weaker economic growth and also touch upon the recent volatility in the gold sector. The pair explain how investors can record the Perenti (PRN) acquisition of DDH1 (DDH) and put liquor and hotels business Endeavor Group (EDV) under the microscope. Wrapping up the episode is an overview of the portfolio management tools found within the Stock Doctor platform. We hope you enjoy the episode. #stock #asx #financenews

In the dynamic landscape of the capital markets, ensuring a robust market presence is crucial for small and mid-cap companies. ICP Premium™ recognizes the significance of maintaining an active and compelling stock profile. In this blog, we delve into the power of auto-posted bids as a cornerstone of ICP Premium™, shedding light on how it consistently represents client support and reinforces investor confidence. https://bit.ly/49daAdT

Last quarter, we shared our views on how persistent interest rates are tempering investment activity across capital markets. While overall activity is still below recent record-breaking highs, deal volume is beginning to heat up as prospective investors gain greater confidence that conditions for dealmaking are improving. It remains to be seen how this will impact activity in the immediate future, however we anticipate broader deal activity will begin to rebound over the course of the second half of 2024 and into 2025. Please join our panelists, Eliot Peters and Joel Weinstein, for our webinar on Wednesday, August 21st - "Thawing Ice." We will dive into the latest M&A and capital markets trends and discuss how investors are currently approaching the market as they navigate the evolving macroeconomic environment. Link to Register: https://hubs.li/Q02KggDp0 #mergersandacquisitions #ipo #privateequity #privatedebt

Over our thirty-year career as a professional investor, we have found identifying very statistically rare events a good way to understand the probability of future outcomes. That approach is core to our money-making strategies. Last Thursday's outperformance of the Russell 2000 versus the S&P 500 was a" six-sigma" event—a one-in-five hundred million event—which is statistically RARE! We discuss the meaning of this event in today's HX Daily edition. Read it below… #HXResearch #investing