VALUATION News & Analysis

Time in the market? Timing the market? Going against the herd? Investing success requires a bit of thought to achieve your goals.

This week’s chart looks at Commonwealth Bank of Australia’s valuation gap to peers.

Watching AI monetization, Reels profitability, and Reality Labs spending, here’s what we think of Meta stock.

These shares have surged in price in the last year but are significantly overvalued according to our analysts. 

Valuing a share requires you to assess the past, forecast the future and layer several assumptions on top of each other. How might that look?

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced,...

Mark answers a reader question about a shareholder yield investing strategy. 

Mark answers a reader question about a growth at reasonable price investment approach and the new GARP ETF. 

How to find great companies at attractive prices that align with your individual investment goals.

We believe investors should focus on long holding periods.