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Valuentum Commentary
Dec 24, 2017
I Love Dividends But the Dividend Discount Model is DEAD!
President of Investment Research Brian Nelson gives a plethora of reasons why the dividend discount model is dead and expresses his worries about how it continues to be used academically and professionally. Also included is a discussion about why the weighted average cost of capital, or the WACC, is used in the enterprise free cash flow valuation process, or the free cash flow to the firm process. Running time: ~13 minutes. Dec 19, 2017
Video: Quants! You're NOT Measuring VALUE and Nelson's Theory of Universal Value
President of Investment Research Brian Nelson defines the concept of universal value and shows how quantitative statistical methods are inextricably linked to those of fundamental, financial, business-model related analysis. Value does not exist in respective process vacuums! Value is universal. Find out why. Running time: ~10 minutes. Dec 11, 2017
Video: Nelson's Active Management Theorem, Poker and "High Society," Inertia and the Value-Growth Conundrum
President of Investment Research Brian Nelson details his simple new theorem of the stock market that may change everything you believe. Nelson explains using poker as an example, and he goes on to caution about the concept of inertia, and how investing has somehow transformed into a "game" -- if investors truly believe there are 'value' and 'growth' stocks. A must-watch intrigue. Running time: ~11 minutes. Dec 2, 2017
Nobel Prize-Winning Economist Robert Shiller On Indexing
Video: Robert Shiller on what worries him about passive investing -- from CNBC. Sep 8, 2017
The Wisdom of Oaktree's Howard Marks
Image Source: emmolos. The latest memo from Oaktree's Howard Marks here should be read and then read again. The section on passive investing is an absolute treasure. "Passive investing is done in vehicles that make no judgments about the soundness of companies and the fairness of prices. More than $1 billion is flowing daily to “passive managers” (there’s an oxymoron for you) who buy regardless of price. I’ve always viewed index funds as “freeloaders” who make use of the consensus decisions of active investors for free. How comfortable can investors be these days, now that fewer and fewer active decisions are being made?" -- Howard Marks, Oaktree Capital Sep 7, 2017
Adviser Fees on Indexed Assets Can Eat Up Your Nest Egg?
Indexing sounds like an easy way to track the market's performance, but if your indexed assets are held in financial advisors' accounts, it can come with a big cost: significant underperformance. Over 20 years, we estimate in this hypothetical example that the cumulative cost as a result of a 1% annual financial advisor fee on indexed assets can amount to as much as 66% of a saver's initial investment -- just for holding an index fund. Please be careful out there! Jul 14, 2017
Systemic Risk in These Frothy Times
Image shown: Nelson's Syllogism of the Stock Market. Let’s talk about index investing, market valuations, and mention how a few ideas in the portfolio of the Best Ideas Newsletter are doing. Jun 26, 2017
Dividend Increases/Decreases for the Week Ending June 23
Let's take a look at companies that raised/lowered their dividends this week. Oct 28, 2016
Podcast: Markets In Motion
The Valuentum analyst team covers market moving information that is top of mind from consumer staples valuations, the political election cycle, utility valuations, energy resource pricing, biotech considerations, Brexit uncertainty and beyond. ~8 minutes. Sep 26, 2016
Dividend Increases/Decreases for the Week Ending September 23
Let's take a look at companies raising/lowering their dividends this week. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s
accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts
no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a
registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees,
and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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