Shaul Rosten

Dec 2, 2024 | thearmchairtrader.com | Stuart Fieldhouse |Shaul Rosten

Equity investors often exhibit behaviour that would seem counterintuitive to a Monopoly player: the game requires an unwavering focus on intrinsic value as a function of earnings potential, a long-term view, and a calm and rational approach to decision-making. As in Monopoly, so in investing.

Oct 29, 2024 | caia.org | Shaul Rosten

By Shaul Rosten, Equity Analyst, Global Value - Redwheel. In recent decades, fuelled by lower and lower interest rates, we observe many large investors across the world have been re-allocating funds away from public markets, and into private assets – be those private equity or private credit vehicles.