Value blogs

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Write us at info@cobasam.com and send us your article. If it is published in this section, you will receive a book of the Deusto Value School Investment Collection.


Illustration: Daniel Gete

The value of emotions

Being familiar with and managing the emotions and impulses we all have can determine the yield we bring in as investors.

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Illustration: Daniel Gete

Heading in a new direction

Los datos apuntan a que podemos estar ante uno de los mejores momentos para las estrategias basadas en el Value Investing.

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Illustration: Daniel Gete

On the Death of Value

If buying good businesses at cheap prices is "Value Investing", it is not that it will never die, but it is arguably the most resilient way to invest.

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Illustration: Daniel Gete

Young people! Let’s save!

We young people have a tough road ahead of us financially.

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Illustration: Daniel Gete

Uncertainty and method

"The wisest thing is time; for it discovers everything."

Tales of Miletus (585 B.C.)

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Illustration: Daniel Gete

It’s about our future

The Public Pension System has a serious sustainability problem that forces us to take action on a personal level

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Illustration: Daniel Gete

The importance of our retirement

Pension plans, far from being a strange or unknown product, are a good basis for our retirement.

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Illustration: Daniel Gete

Investing in pension plans isn’t just for older people

Para que un árbol nos proporcione sombra hay que regarlo a lo largo de su vida para que crezca

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Illustration: Daniel Gete

The Invisible Cost

Opportunity cost reflects the close relationship between scarcity and choice.

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Illustration: Daniel Gete

Are there good shares and bad shares?

It’s important to have a strict discipline in decision-making that allows us to escape the noise.

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Illustration: Daniel Gete

Decisions, responsibility and common sense

“Welcome to the world of having to think long and hard before doing anything”

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Illustration: Daniel Gete

Value & Growth Traps

Investors' error criteria can be false positives and false negatives

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Illustration: Daniel Gete

The Value of Growth

A good “growth” investor understands “s” curves, which depict the typical trajectory of growth companies

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Illustration: Daniel Gete

PER: key to prudent investment

The lower the PER of what we buy, the sooner we will recoup the investment and the higher our return.

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Illustration: Daniel Gete

The theory of the black swan

El mundo ha evolucionado y se ha complicado, dificultando la posibilidad de predecir las rarezas.

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Illustration: Daniel Gete

Factors and biases that investors should be aware of in downturns

Cognitive biases are alterations that occur in our minds and cause us to have a distorted view of reality.

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Illustration: Daniel Gete

The market pendulum, opportunity or risk?

Closing positions at times of utmost negativity in the market means consolidating losses at the worst time.

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Illustration: Daniel Gete

ESG: Pleased to meet you, hope you guess my name

These days it feels like you can’t pick up a financial newspaper without reading an article or an advert mentioning ESG, SRI or Sustainability...

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Illustration: Daniel Gete

Patience

Value investors are patient when they know what they’re doing, why they’re doing it and how long it will take for their investment to show a return.

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Ilustration: Iván Mata

Value School, making knowledge sharing fun

Value School, a project whose over-arching goal is to help people gain financial knowledge so they can take the best saving and investment decisions, recently had celebrated first anniversary.

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Ilustration: Iván Mata

“The art of knowing how to wait”, but with a positive attitude

This post is especially important at this time of volatility for all those of us who are “value” investors and who have savings invested in equities.

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Illustration: Iván Mata

A Christmas present that goes on giving

Every year around this time we think about a gift we should ask the Three Kings to bring our children which they'll be able to enjoy for a long time and that's also useful. Some time ago I opted for a long-term value investment for my daughters. They didn't understand it at first and called me a weirdo, but now they're more and more grateful with each passing day.

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Illustration: Iván Mata

Value speak for the uninitiated

Investors who are new to us often ask about some of the concepts that we tend to employ in our letters and presentations. What follows are some informal definitions which should help understanding the logic behind our thinking.

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Illustration: Iván Mata

The best pension, a good investment

If we don't want our retirement to depend solely on economic circumstances, political decisions, birth rates or employment figures, the best option is to put our savings into a long-term investment plan

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Know-how as the path to savings

Welcome to our Cobas Asset Management Blog

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