A Sharper Edge in Value Creation

Featuring Eric Boroian

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.

Published on
22 May, 2017
Topic
Valuation, Portfolio Management, Business Strategy
Duration
34 minutes
Asset class
Equities
Rating
31

Comments

  • fT

    forecast T.

    26 3 2018 20:34

    0       0

    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 5 2017 12:47

    2       0

    Brilliant ! He gets it. I also like the chapters without an interviewer to speed up the process.

  • DS

    DAVID S.

    25 5 2017 10:42

    2       0

    Excellent content, plain vanilla stuffs, great guy.. Pure RV..:0)

  • 1M

    13309@novasbe.pt M.

    24 5 2017 22:52

    2       0

    Very very good.
    It helps people like me, who are small investors.

  • TW

    Tom W.

    23 5 2017 21:11

    1       0

    Excellent

  • OD

    Octavian D.

    23 5 2017 02:35

    10       0

    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 5 2017 01:49

    4       0

    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 5 2017 22:13

    3       0

    Excellent analysis technique. Very helpful.