No matter how one looks at the price-to-earning ratio, trailing or forward, the U.S stock market seems to be overvalued right now. However, Dr. George Athanassakos argues that the market looks particularly overvalued if one focuses on the trailing P/E in his latest Globe & Mail article titled “Trailing or forward: Which P/E ratio measures…
Dr. George Athanassakos discusses why higher taxes and higher inflation will be the name of the game in the future, both of which he considers unavoidable and the result of rich citizens and poor countries in his latest article titled “Get ready for higher taxes and inflation“, published in the Globe and Mail (Report on…
Dr. George Athanassakos argues that investing in high multiple or high growth firms exposes an investor to a high valuation risk, consistent with historical evidence, unless if one believes that “this time is different” in his latest article titled “Why growth stocks get too much attention“, published in the Globe and Mail (Report on Business),…
Dr. George Athanassakos examines whether value Exchange Traded-Funds (ETFs) are really value in his latest article titled “What’s a value stock? Depends what yardsticks you use“, published in the Globe and Mail (Report on Business), p. B8. The article also appeared in Globe Investor Magazine Online, under the title “Value stocks are not the underperformers…
Dr. George Athanassakos argues that AI will most likely create a more rigid class-based society, an upper class of those on top of AI knowledge and applications, and a lower class of those who are not and will be left behind in his latest article titled “Artificial Intelligence will lead to a more extreme society…
Dr. George Athanassakos provides evidence that systematically classifying all tech stocks into growth stocks due to their high P/B and that systematically classifying all low-priced stocks as value due to their obscurity characteristics bias the value vs. growth effect in his latest article titled “Dig deeper, and you’ll see that value stocks often do actually…
Dr. George Athanassakos argues that even though it was recently announced that Warren Buffett will retire as CEO of Berkshire Hathaway by the end of 2025, he had already retired from its day-to-day operations years ago and had left most investment decisions to his successor, Greg Abel, in his latest article titled “Will Buffett really…
Thomas Konstadinidis,Chief Investment Officer, Allianz European Reliance, Athens, Greece shared his investing knowledge and experience with Dr. Athanassakos’ Value Investing Class.
Dr. George Athanassakos discusses his concerns that liberal policies of redistributing incomes rather than rewarding effort, innovation and entrepreneurship have made Canada a global laggard in productivity growth and wealth creation in his latest article “We need wealth creation not Robin Hood“, published in the Financial Post, p. FP11. The article also appeared in Financial…
Dr. George Athanassakos discusses the risks of deglobalization to value investors and argues that these days with the well-known geopolitical risks and “beggar thy neighbor” policies, even if one invests bottom-up, they should ALSO worry top-down in his latest article titled “Deglobalization is investors’ next challenge“, published in the Globe and Mail (Report on Business),…