Articles tagged as "Valuation"
Orbis Optimal SA: Sifting for AI opportunities
The market’s broad classification of artificial intelligence winners and losers has left some good businesses overlooked. Maurits Ovaa from our offshore...
Equity Fund: When froth gives way to value
The Allan Gray Equity Fund has delivered strong relative performance this year despite a weak local equity market. Rory Kutisker-Jacobson explains where the...
Needles in a haystack: Finding the compounders that drive long-term equity returns
In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...
What if the real American exceptionalism now lies beyond America’s biggest stocks?
Mega-cap technology companies have come to embody America’s market might – innovative, dominant, and seemingly unstoppable. Yet history suggests that when...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
Value matters: Steering a course through uncertain markets
History suggests that good stockpicking results can make an enormous difference when equity markets are generally weak. However, savvy investors can take wha...
Part 2: How to determine the value of your business
Getting your business valued is an important step towards planning for succession. Daniel van Andel, head of IFA Proposition, unpacks the ways advice...
Orbis: Hunting for value
Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...
