Albert Bridge Capital

Was “Value” Just a Hot Hand Thing?

In 1861, at the outset of the Civil War in the United States, Union Pacific issued 20 shares in its IPO.

The Times that Try Stock-Pickers’ Souls

On first principles, there is one way to generate excess stock market returns over the long term, and it isn’t to “own winners at any price.”

A New Ice Age?

I’ll spend $3 at the 7-11 for a bag of ice, and drop it in a cooler. I really like ice.

Grandpa Stocks

There are young companies out there that are exciting, growing quickly, and very clearly have the world in front of them.

Ben Graham the Growth Investor?

We’re all for debunking myths, and given the performance of growth stocks recently, we’re making a pre-emptive strike in defense of the father of value investing.

The DCF is the Randy Watson of Valuation

I’m not very well-rounded. I studied finance in college, and finance in business school.

Keeping Calm and Carrying On

October unleashed a storm upon financial markets.

Factor Timing, Should You Try?

These are our two cents on whether you, or we, or anyone else can pick the perfect time.

Build a Bear?

Imagine every adult has 10% of their savings invested in “the global stock market”,

We’re all Value Investors

Imagine two scenarios.

Peak Quality?

Mr. Market has been increasingly attracted to and enamoured by the concept of “quality” investing. So, let’s explore it.

Unwarrented

Evidently, the closest thing we in financial markets have to Albert Einstein or Winston Churchill, is Warren Buffett.

Still Superman, but without the cape

I have immense respect for Bob Shiller.

Pegs, P/E'S and the Value Premium

Several years ago, we did an analysis of companies starting with a specific starting growth rate, and assumed that they would do a straight-line ten-year fade to a growth rate equalling inflation.

Secular Winners and Value Investing

There are very few growth investors that stayed in business long enough to become a household name in the investment community, and even less of them that ended up writing books about their lifetime experiences.

Drew's Views

Valuation

Was “Value” Just a Hot Hand Thing?

The Times that Try Stock-Pickers’ Souls

A New Ice Age?

Grandpa Stocks

Ben Graham the Growth Investor?

The DCF is the Randy Watson of Valuation

Keeping Calm and Carrying On

Factor Timing, Should You Try?

Build a Bear?

We’re all Value Investors

Peak Quality?

Unwarrented

Still Superman, but without the cape

Pegs, P/E'S and the Value Premium

Secular Winners and Value Investing

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