22-02-2013, 06:30 PM
It's not really the future now since it was for year 2000... but still a good read for value investors, IMO.
Some of the topics discussed:
1) Value vs Growth
2) Mean Reversion
3) A portfolio of value vs growth stocks based on DCF in 2000
4) Possible reasons for undervaluation and possible catalysts
http://www.castlepoint-inv.com/pdf/FOVI.pdf
Some of the topics discussed:
1) Value vs Growth
2) Mean Reversion
3) A portfolio of value vs growth stocks based on DCF in 2000
4) Possible reasons for undervaluation and possible catalysts
http://www.castlepoint-inv.com/pdf/FOVI.pdf