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Money Life with Chuck Jaffe

Money Life Interview

Chuck Jaffee interviews Frank Value Fund portfolio manager Brian Frank on the Money Life show. Frank demonstrates how the absolute value philosophy in Frank Value Fund avoids extreme valuations in an environment “just like 1999.” He also takes listeners through the lifecycle of an idea, from undiscovered gem, to fully-valued potential sale. Click here to […]

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Shocking Returns in PG&E

From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and a loss of 12% for the XLU Utilities ETF. This post will detail our 2022 investment case for PCG and how the process sharpened our value-investing research. Compelling opportunities like PCG exist today. Understanding the

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