A Sharper Edge in Value Creation

Published on
May 22nd, 2017
Topic
Portfolio Management, Valuation, Business Strategy
Duration
34 minutes
Asset class
Equities

A Sharper Edge in Value Creation

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Featuring Eric Boroian

Published on: May 22nd, 2017 • Duration: 34 minutes • Asset Class: Equities • Topic: Portfolio Management, Valuation, Business Strategy

Eric Boroian from Focus Asset Managers explains how their business model approach provides an edge in investing and better returns from the value creation process. With deep insight into the firm’s valuation and risk management methods. Eric provides valuable lessons for all investors on a long term approach and identifying investing mistakes and how to learn from them. Filmed on April 24, 2017, in Paris.

Comments

  • fT
    forecast T.
    26 March 2018 @ 20:34
    This is a piece of the future of investing. Analysts like this are street analysts - a business street savviness. Very cool!
  • PS
    Peter S.
    25 May 2017 @ 12:47
    Brilliant ! He gets it. I also like the chapters without an interviewer to speed up the process.
  • DS
    DAVID S.
    25 May 2017 @ 10:42
    Excellent content, plain vanilla stuffs, great guy.. Pure RV..:0)
  • 1M
    13309@novasbe.pt M.
    24 May 2017 @ 22:52
    Very very good. It helps people like me, who are small investors.
  • TW
    Tom W.
    23 May 2017 @ 21:11
    Excellent
  • OD
    Octavian D.
    23 May 2017 @ 02:35
    Plain amazing! This is the kind of breakdown that really gives insight into a serious investment process. I would love having more of these! Cheers to the RV team, fantastic job
  • SC
    Shane C.
    23 May 2017 @ 01:49
    I love this concept, Eric. Sometimes with all of the new hit investment styles that overcomplicate things, it's worth just refocusing on cash flows and revenue. I know it's not that simple, but regardless it's what's important for clients. I love the Unilever call as well. When they announced the business model change recently, I was amped. I love the idea of increasing dividends to HONESTLY do right by their shareholders. People need consistent cash disbursements. The world (individual investors/retail/retiree's) is cash poor. Great video RV!!!
  • PR
    Peter R.
    22 May 2017 @ 22:13
    Excellent analysis technique. Very helpful.

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