Investing For Value

Case Notes 33. As a retail investor, you are a part-owner of a company. But you should look at the value of the company you invest through a different lens than the controlling shareholder. This is because you don’t control the assets or management.  

Fundamentals 20-6: This is the March 2023 review of the stock picking portfolio that was first established at the start of 2022. I will also share my views on how often you should review the portfolio.  

Value Investing Case Study 42-1 :  Crescendo: A niche property developer defying the value trap.