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Chris Davis - A Multifaceted Perspective on Financial Services

Value Investing with Legends

CHAPTER

Is There a Dispersion in the Value of a European Company?

You know, you have to ask always where the other side is coming from. See this european company is trading an a much lower multiple and otherwise equivalent american company. How deep do tis go in trying to understand what is producing that dispersion? I like to look at whether there are economic incentives that could be feeding hat dispersion. So not just behaviour or bias, but industrial biases that could feed into that. And i would say that mys since the financial crisis, for the three reasons that i talked about, the momentum strategies and the indexing are all pushing in the same direction.

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