Talk Your Book: Quality Growth Investing
Jensen’s Allen Bond joins Michael Batnick and Ben Carlson of the Animal Spirits Podcast to discuss what qualities to look for in growth companies and how they perform during inflationary periods.
From the podcast:
Discount Rate: Is the rate of return used to discount future cash flows back to their present value.
Discounted Cash Flow (DCF): Analysis uses future free cash flow projections and discounts them (most often using the weighted average cost of capital) to arrive at a present value, which is used to evaluate the potential for investment.
Return on Equity: Is equal to a company’s after-tax earnings (excluding non-recurring items) divided by its average stockholder equity for the year.
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Mutual fund investing involves risk, and principal loss is possible. The Fund is non-diversified, meaning that it may concentrate its assets in fewer individual holdings than a diversified fund, and is therefore more exposed to individual stock volatility than a diversified fund. The prices of growth stocks may be sensitive to changes in current or expected earnings, may experience larger price swings and may be out of favor with investors at different periods of time.
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Diversification does not assure a profit nor protect against loss in a declining market.
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