It's impossible to predict the future, but with a 20% margin of safety against our calculated fair value, we can afford to be wrong. If Sunbeam & Cloud Ltd's profit stagnates for two years, we still recoup our investment thanks to dividends.
Interest rates have risen by 0.6 percentage points since the fund's inception, and real estate holdings have taken the hit. Banks held their ground, and NYAB secured a power line…
Dagens Industri's investigation into hidden index funds revealed that "actively managed" funds can have an active share as low as 35 percent. A high active share means the fund…
Despite RevolutionRace being weighed down by dampened German consumption, confirmed by Klarna, the company increased its earnings per share and trades at an EV/EBIT of 13. CEO…
Value investing is more than just buying cheap; it's about finding quality companies whose intrinsic value the market misunderstands. The fact that Telenor bids for Bahnhof…
From 6th July, you can find Amos Value at Avanza, Nordnet, Montrose, SAVR and Alpcot, making value investing more accessible.
We are launching Amos Value. A Swedish equity fund that seeks out quality companies hidden from the front pages of business newspapers, acquired only when the price offers a clear…
Page 1
Note: our newsletter is currently in Swedish only.