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Frontier Market

Finding value as “market” valuations become overstretched in 2013

by Ashik Shah on 30 April 2013

Markets become nervous about emerging markets while underlying businesses progress in 2012

by Ashik Shah on 31 July 2012

US Financials unloved and substanitally below instrinsic and liquidation values in 2011 and 2012

by Ashik Shah on 31 January 2012

Jacarandas, Big African Skies and Secular Growth at last in 2010

by Ashik Shah on 1 November 2010

Post-Crisis South East Asia – 2010

by Ashik Shah on 1 April 2010

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  • Ashik Shah is dedicated to value investment, an investment style which has been applied by arguably the world’s greatest investor, Warren Buffett, and many more. It has been applied, in many different ways, to preserve and grow the capital of families.

    The various postings on this website share insights which Ashik has gained in his 19 years of investing in the global markets, often working with some of the greatest investors, such as Bruce Berkowitz.

    You will find thoughts on developed, emerging and frontier markets which are often contrarian, distinct from the commonly held view of the crowd.

    Applying the principles of value investment, valuing and analysing shares as a piece of a business, helps to avoid speculative excesses and invest in a prudent, business-minded, often contrarian, way.
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  • Recent Posts

    • Buying at the right price essential in 2013 as ever
    • Secret Millionaire’s Club
    • Improving fundamentals while volatile stock prices reflect macro fears in 2013
    • Finding value as “market” valuations become overstretched in 2013
    • Short-term fear and uncertainty versus long term value in 2013

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