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Strategies & Market Trends : Value Investing

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To: richardred who wrote (57420)6/20/2016 10:34:39 AM
From: Graham Osborn  Read Replies (1) of 78753
 
Hi Richard, I think we agree on all the essentials. For insider buys I was just referring to open market buys (sometimes insiders will buy token amounts relative to their holdings/ net worth and this can be risky to follow). And I didn't mean to suggest that value investing and risk arb don't overlap - just that using M&A comps in an overheated sector is generally not sound value analysis in the long run..
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