Intrinsic Insights:
Articles | BALASTONEUnconventionally Faithful to the Principle of Investment
At BALANSTONE, we ensure process by merging data-driven insights with a steadfast commitment to intrinsic value philosophy. Our unique approach uses rigorous, long-term research grounded in both advanced data analytics and timeless investment principles. This blend enables us to take a strategy through a long investment journey under evolving landscapes.
Our research explores diverse investment topics, from historical principles and empirical lessons to the latest trends, all analyzed through a data-driven lens. By focusing on intrinsic value and rigorous fundamental analysis, we spot undervalued assets and pursue growth opportunities with patience and precision.
Unlocking the Power of Long-Term Investing: Lessons from Robert Kirby’s Coffee Can Portfolio and Beyond
Robert Kirby’s classic concepts in ‘The Coffee Can Portfolio’ and ‘More Than Numbers’ reveal how long-term patience and high-conviction investing can drive enduring wealth. Kirby’s philosophy offers invaluable insights for investors seeking value beyond short-term metrics, advocating low turnover and a disciplined, compounding-based approach to investing.
Reducing Investment Risk: The Power of Long-Term Growth Investing
Discover how long-term growth investing can reduce investment risk and enhance returns. This article explores empirical evidence and strategies that optimize return per risk, challenging traditional short-term risk management approaches.
Rethinking the Investment Process Pipeline
Emma and James, two seasoned investment professionals, meet in their firm's conference room overlooking the city skyline. With coffee cups in hand, they delve into a critical discussion about the issues and effectiveness of traditional investment...
Market Timing in The Context of Long Term Fundamental Investing
We assert that market timing profoundly influences the entire architecture of investment strategies. It is structurally at odds with time horizon control—a topic we have recently examined. Yet, every investment must engage in trading to optimize various...
Investment Time Horizon: The Strategic Core of Portfolio Management
Investment time horizon remains a significant strategic element in investment and research process and philosophy but there are many cases that lack appropriate understandings.
Conversation on Growth Stock with a Legend – David L. Babson –
"Is Growth Stock Investing Effective? Some Guides to Successful Lifetime Investing" is an excellent article on growth stock investment by David L. Babson and Thomas E. Babson. The following virtual conversation between Mr. Babson and BALANSTONE would focus on the...
Generative AI Investment Challenges: Navigating Data Quality and Investor Skepticism
Generative AI is revolutionizing industries, but investor skepticism is mounting due to concerns over data quality, scalability, and ethical considerations. In our latest article, we delve into these challenges and highlight the innovative solutions—like synthetic data generation and retrieval-augmented generation—that are driving the industry forward. We explore how a balanced market perspective fosters healthy debate and sustainable growth, ensuring that generative AI reaches its full potential. Discover how the intersection of technology and financial market, where investment is rather rationalized in the long run through embracing balanced views toward generative AI investment challenges.
Screening in the Context of Long-Term Fundamental Investment and Research
Introduction Screening has long been a cornerstone of the initial pipeline of invest process, enabling investors to shift through vast datasets to identify potential opportunities based on specific characteristics such as value, momentum, and quality....
The Importance of Quality in Free Cash Flow for Valuation
Shawn:Hey Julie, I’ve been looking at how people use Free Cash Flow (FCF) in valuations, especially in Discounted Cash Flow (DCF) models and relative multiples, but I’ve realized something...