Value Investing Class Guest Speaker
Thomas Konstadinidis,Chief Investment Officer, Allianz European Reliance, Athens, Greece shared his investing knowledge and experience with Dr. Athanassakos’ Value Investing Class.
“We need wealth creation not Robin Hood”
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…
“Deglobalization is investors’ next challenge”
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),…
“These formulas provide a short cut approach to value investing”
Dr. George Athanassakos discusses and examines a formula investing approach, as a short cut to value investing, that circumvents the rigorous step of valuation without high-level accounting and finance knowledge in his latest article, titled “These formulas provide a short cut approach to value investing“, publishing in the Globe and Mail (Report on Business), p.…
“Why stock picking really does work”
Dr. George Athanassakos explains why he is a firm believer in stock picking and discusses his belief that portfolio managers often perform poorly at stock-picking not because they lack the abilities but because institutional factors force them to overdiversify in his latest article, titled “Why stock picking really does work“, published in the Globe and Mail…
“Dr. George Athanassakos referenced by article in Winnipeg Free Press”
On January 25 2025, the Winnipeg Free Press published “Thrifting for investors: Deep value approach once helped shape industry but it’s likely unsuitable for most long-term stocks hunters today” by Joel Schlesinger. In his article, Schlesinger discusses how the investment management industry is partially founded on the ideas of Benjamin Graham. He also quotes Dr.…
Dr. Athanassakos’ case XPEL Inc.: Searching and Valuing a Growth Stock, co-authored with Bojian Wang recognized for excellence
In July 2024, Dr. George Athanassakos and former HBA student Bojian Wang published a case XPEL Inc.: Searching and Valuing a Growth Stock through Ivey Publishing. This case was recently entered into the EFMD 2024 Case Writing Competition in the Finance and Banking category. According to Ivey Publishing, this recognition reflects the case’s exceptional quality and thought…
Dr. Athanassakos’ Designed Wealth Management Podcast Interview
Dr. George Athanassakos was interviewed by John J De Goey from Designed Wealth Management on January 16 to discuss his Globe and Mail articles “What is wrong with the January Effect this year?“, “Investors are once again optimistic, driven by expectations of interest-rate cuts and AI“, and “Why I fear Wednesday’s stock selloff is only…
“What is wrong with the January Effect this year?”
Dr. George Athanassakos discusses why equity markets have been under selling pressure thus far in January 2025 even though profit expectations are rising and the yield curve is steepening in his latest article, titled “What is wrong with the January Effect this year?“, published in the Globe and Mail (Report on Business), p. B8. The…
“Investors are once again optimistic, driven by expectations of interest-rate cuts and AI”
Dr. George Athanassakos argues that investors are over-optimistic about interest rate cuts and the effect of AI on productivity in his latest article, titled “Investors are once again optimistic, driven by expectations of interest-rate cuts and AI”, which was published in the Globe and Mail (Report on Business), p. B8 on January 10, 2025. To…