Publications
December 31, 2019

The Big Market Delusion : Valuation and Investment Implications

There is nothing more exciting for a nascent business than the perceived presence of a…
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Blog
December 13, 2019

Apple !?

https://www.valuewalk.com/2019/12/apples-stock-price/   Despite its size, Apple has had a remarkable year in the stock market. …
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Blog
April 15, 2019

The Buffet Market Indicator

Warren Buffett has commented on several occasions that one market indicator he tracks is the…
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Blog
January 3, 2019

Apple, Inflation and Valuation

In light of Mr. Cook's revision of expected fourth quarter revenue for Apple, it is…
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Blog
December 18, 2018

Why Fundamental Valuation Matters

First, a little humility.  When we posted our list of ten bubble stocks we were…
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