NAOS News & Insights



July 6, 2020

Does Value Investing Still Make Sense? | ASA Webinar Presentation Materials and Video Recording

Does value investing still make sense? Presented by Sebastian Evans, NAOS.

If you missed this informative webinar, you can watch the recording as Sebastian Evans covers the following topics and more:

  • Outline of how NAOS approach value investing by providing two stock examples, MNF Group Limited (ASX: MNF) and Eureka Group Limited (ASX: EGH).
  • Discuss a case study, Xero Limited (ASX: XRO), to explore if value investing and the expectation of long term profit growth are mutually exclusive.
  • Address the ‘Discount to NTA’ issue impacting the LIC market and how NAOS are addressing this.

View the video recording

Presentation materials can be viewed here


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