ValueExpectations.com, by the founders of The Applied Finance Group is an investment blog that provides institutional quality equity research using AFG’s proprietary Economic Margin framework.
With the onslaught of earnings releases, and dramatic short term price fluctuations, it’s difficult to cut through the noise to identify real long term value. Earnings releases can, at times, provide a catalyst for undervalued […]
While you can find 100 different ways to value a firm there isn’t much info out there on measuring the Quality aspects of a firm. AFG has developed some unique metrics that provide an unbiased approach to measuring Management and Earnings Quality. […]
Intrinsic Value: $330.89 Overview: Allergan is a global specialty pharmaceutical company which manufacturers branded pharmaceuticals, medical aesthetics, biosimilar and over-the-counter products. AGN’s most well-known product is Botox, which contributed about 17% of the company’s total […]
A brief question and answer session with a long time AFG client discussing how their firm (Atwood & Palmer) utilizes AFG research and tools to make better investment decisions, save valuable time and grow their business. […]
Understanding how to quickly evaluate expectations that are priced into the market in a uniform way can help determine segments of the market that have high or low expectations. This article will examine a practical approach to understanding priced-in expectations as well as provide a few company examples. […]
With the S&P 500 at all-time highs and growing concerns of a possible market correction/recession, it is important to identify companies that may have become overvalued in the recent bull market. Today we will provide a list of stocks
UBNT is making an official expansion into the Enterprise Home Wifi space with a new product which presents a short-term catalyst for the company with upside of 39.2%. […]
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