Based on research from our last paper, the chart below shows there is abundant quality available at reasonable prices – a scenario reminiscent of the internet bubble:

  • The first two bars in the chart below show there are many more high-quality firms in the Russel Midcap Value Index than there are in the Midcap Growth Index
  • While value investors and value investing jobs are increasingly scarce the opportunity set has never been bigger as seen in our recent chart here
  • Kailash Concept’s is offering a compelling reward for freelancers who want to submit stock-pitches [Details below chart]

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  • Kailash is offering $200 and a free year subscription ($3600 value) for any research note published with or without attribution at the author’s choice. Email us at info@kailashconcepts.com. All submissions will receive any feedback from reviewer
  • We are looking to build high integrity relationships with qualified and aspiring researchers, MBAs or folks just interested in income investing for retirement
  • Kailash is a quantamental research firm serving primarily institutions and consultants with roots in both value investing and income investing
  • Kailash’s quantamental tools provide powerful analytics for those interested in everything from sophisticated quant investing to refining a dividend investing strategy
  • If you are interested in submitting a fundamental note we will happily share our “Top 100” small cap companies and midcap names or our GARP stock screener if you want to use that as a starting point

To our valued readers: please share this post with any friend that has an interest in investing and finance!

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SERVICES

  1. As a reminder for our Financial Advisors: our models are available on a continuous basis, and most have been in production for over a decade.  If you are looking for simple, concentrated, low turnover, and tax efficient model portfolios we would like to talk with you.  KCR also offers a wide range of easy-to-use but sophisticated tools.  Our toolkits can help identify mispriced stocks with the best and worst risk/reward characteristics, estimate a stock’s duration and warn you when a company is engaging in low-quality accounting. Over the last 12 years, KCR has built and offers time-tested and class-leading products built by experienced and proven money managers for fixed to low prices.
  2. Kailash Capital Research, LLC ’s sister company, L2 Asset Management, runs market neutral, long/short, large-cap, and mid-cap long-only portfolios with a value and quality bias.  L2 employs a highly disciplined investment process characterized by moderate concentration, low turnover, high tax efficiency, and low fees. While nobody can predict the future, we believe the recent resurgence in risk-adjusted returns seen across all products is the beginning of what may be a long period where speculation is punished, and prudence and patience rewarded.

ADDITIONAL READING

The topics discussed in this article are aimed at seasoned professionals, as such, we have included some extra reading for anyone seeking out more information related to the topics above.

 

Disclaimer

The information, data, analyses, and opinions presented herein (a) do not constitute investment advice, (b) are provided solely for informational purposes and therefore are not, individually or collectively, an offer to buy or sell a security, (c) are not warranted to be correct, complete or accurate, and (d) are subject to change without notice. Kailash Capital Research, LLC and its affiliates (collectively, “Kailash Capital Research, LLC ”) shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, the information, data, analyses or opinions or their use. The information herein may not be reproduced or retransmitted in any manner without the prior written consent of Kailash Capital Research, LLC . In preparing the information, data, analyses, and opinions presented herein, Kailash Capital Research, LLC has obtained data, statistics, and information from sources it believes to be reliable. Kailash Capital Research, LLC , however, does not perform an audit or seeks independent verification of any of the data, statistics, and information it receives. Kailash Capital Research, LLC and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction. © 2021 Kailash Capital Research, LLC – All rights reserved.

Nothing herein shall limit or restrict the right of affiliates of Kailash Capital Research, LLC to perform investment management or advisory services for any other persons or entities. Furthermore, nothing herein shall limit or restrict affiliates of Kailash Capital Research, LLC from buying, selling or trading securities or other investments for their own accounts or for the accounts of their clients. Affiliates of Kailash Capital Research, LLC may at any time have, acquire, increase, decrease or dispose of the securities or other investments referenced in this publication. Kailash Capital Research, LLC shall have no obligation to recommend securities or investments in this publication as result of its affiliates’ investment activities for their own accounts or for the accounts of their clients.

December 18, 2020 |

Categories: Charts for the Curious

| Authors: , ,  and 

December 18, 2020

Categories: Charts for the Curious

Authors: , ,  and 

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