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Articles | BALASTONEUnconventionally Faithful to the Principle of Investment
Balantone is dedicated to ensuring returns while maintaining a unique approach. Our extensive research encompasses a broad range of investment topics, including the historical development of investment principles, their applications, and lessons learned from the investment world’s history. We offer views and insights on the latest events and news and conduct thorough company analyses to identify and capitalize on unique investment opportunities.
Our research methodology rests on a fundamental long-term investment approach that emphasizes the growth of intrinsic value. By focusing on a company’s long-term prospects, we can spot undervalued assets and capitalize on opportunities that others may overlook.
We take pride in sharing our research and the insights it provides, enabling us to make informed investment decisions. Whether you are a seasoned investor or new to the world of finance, our research offers an unconventionally simple yet sophisticated application of fundamental long-term investing.
Reducing Investment Risk: The Power of Long-Term Growth Investing
Discover how long-term growth investing can reduce investment risk and enhance returns. This article explores empirical evidence and strategies that optimize return per risk, challenging traditional short-term risk management approaches.
Rethinking the Investment Process Pipeline
Emma and James, two seasoned investment professionals, meet in their firm's conference room overlooking the city skyline. With coffee cups in hand, they delve into a critical discussion about the issues and effectiveness of traditional investment...
Market Timing in The Context of Long Term Fundamental Investing
We assert that market timing profoundly influences the entire architecture of investment strategies. It is structurally at odds with time horizon control—a topic we have recently examined. Yet, every investment must engage in trading to optimize various...
Investment Time Horizon: The Strategic Core of Portfolio Management
Investment time horizon remains a significant strategic element in investment and research process and philosophy but there are many cases that lack appropriate understandings.
Conversation on Growth Stock with a Legend – David L. Babson –
"Is Growth Stock Investing Effective? Some Guides to Successful Lifetime Investing" is an excellent article on growth stock investment by David L. Babson and Thomas E. Babson. The following virtual conversation between Mr. Babson and BALANSTONE would focus on the...
Conversing with Keynes: A Deep Dive into “The State of Long-Term Expectation”
**BALANSTONE**: Given the stock market's challenges in forming long-term capital investment expectations, what would you say is a successful and differentiated investment strategy for a smart investor? You articulated this issue in The General Theory of Employment,...
Generative AI Investment Challenges: Navigating Data Quality and Investor Skepticism
Generative AI is revolutionizing industries, but investor skepticism is mounting due to concerns over data quality, scalability, and ethical considerations. In our latest article, we delve into these challenges and highlight the innovative solutions—like synthetic data generation and retrieval-augmented generation—that are driving the industry forward. We explore how a balanced market perspective fosters healthy debate and sustainable growth, ensuring that generative AI reaches its full potential. Discover how the intersection of technology and financial market, where investment is rather rationalized in the long run through embracing balanced views toward generative AI investment challenges.
Screening in the Context of Long-Term Fundamental Investment and Research
Introduction Screening has long been a cornerstone of the initial pipeline of invest process, enabling investors to shift through vast datasets to identify potential opportunities based on specific characteristics such as value, momentum, and quality....
The Importance of Quality in Free Cash Flow for Valuation
Shawn:Hey Julie, I’ve been looking at how people use Free Cash Flow (FCF) in valuations, especially in Discounted Cash Flow (DCF) models and relative multiples, but I’ve realized something...