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Orbis’ Forster on Importance of Intrinsic Value

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Manage episode 454828306 series 3618372
Kandungan disediakan oleh iHeartPodcasts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh iHeartPodcasts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for Bloomberg Intelligence, spoke with Graeme Forster, an international equity strategy and global equity strategy portfolio manager at Orbis Investment Management, about the importance of intrinsic value and independent decision-making in stock evaluation. They also discuss how market inefficiencies can create significant investment opportunities, what industry he currently likes in Japan and the role of risk management in investment decisions.

See omnystudio.com/listener for privacy information.

  continue reading

28 episod

Artwork
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Manage episode 454828306 series 3618372
Kandungan disediakan oleh iHeartPodcasts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh iHeartPodcasts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for Bloomberg Intelligence, spoke with Graeme Forster, an international equity strategy and global equity strategy portfolio manager at Orbis Investment Management, about the importance of intrinsic value and independent decision-making in stock evaluation. They also discuss how market inefficiencies can create significant investment opportunities, what industry he currently likes in Japan and the role of risk management in investment decisions.

See omnystudio.com/listener for privacy information.

  continue reading

28 episod

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