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2 results for “value add investing” by Matthias Hanauer
...value factor. But even if you say there are reasons that these valuations structurally stay at this higher levels, the the difference, then I think it's still the structural value premium coming from, let's say, the migration of cheap stocks going in
8:20 / 9:30
from transcript8:20 – 9:30
...for firms that are research intensive. But we also mix it, blend it with our signals such as EBITDA to EBITDA that's quite popular in the private equity world or cash flow to price, looking at different financial statement next to the balance sheet a
3:01 / 4:13
from transcript3:01 – 4:13
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