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.
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...
Conversing with Keynes: A Deep Dive into “The State of Long-Term Expectation”
**BALANSTONE**: Given the stock market's challenges in forming long-term capital investment expectations, what would you say is a successful and differentiated investment strategy for a smart investor? You articulated this issue in The General Theory of Employment,...
On Timing Considerations with Benjamin Graham
Join Benjamin Graham in a thought-provoking discussion on market timing, volatility, and long-term investment strategies. Discover how a disciplined approach rooted in patience and intrinsic value fosters enduring financial success.
Persistent Delusions in Investing: A Conversation with Henry W. Dunn
Join Henry W. Dunn and Sarah Kim as they delve into the enduring challenges of investing. Despite advances in technology and analysis, the timeless principles of patience, resilience, and sound fundamentals remain vital for success.
What Is Cryptocurrency? Will Crypto Recover? Here’s What You Should Know
What Is Cryptocurrency? Will Crypto Recover? Here's What You Should Know. I have recently had an opportunity to chat with a person about cryptocurrencies. Just to make sure, we do not provide advice on cryptocurrencies. It is not within our practice. However,...
Revisit “What Causes Inflation”
We have made a note on inflation five years ago. We think it is time to update the data and charts and check how they look like. For the recent inflation debate, we use the data reported by Bureau of Labor Statistics and share our impressions. First, on the...
2020 Stock Market Crash | A Letter, March 26, 2020
During the 2020 stock market crash, we let clients know what we thought, asking to keep calm and distant from the market dynamics. The highest priority is not to get caught by the rise in perceived ambiguity due to the significant movement of the market price. It was...
Why Value Investing Lost Mojo and Some Say It Sucks
Why value investing is performing poorly in the last decade? Why value investing lost mojo and some say it sucks. Did something change structurally? The short answer is yes. Then what has changed the course of so-called value investing that used to be...
Artificial Intelligence
Artificial intelligence (AI) has emerged as a significant factor in investment management. The intersection between fundamental investment and machine learning prompts a crucial question: What can each learn from the other? The answer is that each field has...