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Volatility

Buying at the right price essential in 2013 as ever

by Ashik Shah on 31 October 2013

Improving fundamentals while volatile stock prices reflect macro fears in 2013

by Ashik Shah on 31 July 2013

Finding value as “market” valuations become overstretched in 2013

by Ashik Shah on 30 April 2013

Short-term fear and uncertainty versus long term value in 2013

by Ashik Shah on 31 January 2013

Market focus on top-down issues while contrarian investors focus on business fundamentals in 2012

by Ashik Shah on 31 October 2012

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

Volatility is the friend of the long-term investor in 2001

by Ashik Shah on 27 February 2001

Concentration, volatility and diversification as insurance against ignorance in 1999

by Ashik Shah on 13 August 1999

Taking advantage of volatility in 1998

by Ashik Shah on 18 November 1998

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    • Buying at the right price essential in 2013 as ever
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    • 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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