[vc_row][vc_column][vc_column_text] Hoping for unprofitable growth companies to lead again is fighting yesterday’s war Unprofitable growth companies continue to grind lower in 2022. This brutal bear market for the once high-flying issues is a painful dose of cogitative dissonance to those used to easy gains on exciting companies. Rather than cutting edge technologies like artificial intelligence […]
June 2022 – Yesterday’s War Read More »
[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Brian Frank discusses value in 2022 on TD Ameritrade Network. Watch Now [/vc_column_text][/vc_column][/vc_row]
CVI, HRB, PYPL: Boring Stocks Are Good Stocks. Read More »
[vc_row css=”.vc_custom_1655497862601{padding-top: 40px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Investors are so accustomed to problems at Under Armour that most haven’t noticed the changes now under way. In sports, there’s nothing like a good underdog story. The same might be true of investing. Under Armour checks both boxes. For years, investors had good reason to avoid
Under Armour Stock Could Climb 50% From Here Read More »
[vc_row][vc_column][vc_column_text] Opinion: The energy independence of the U.S. and its allies is an enduring tailwind for oil and gas stocks Energy stocks are cheaply valued despite a big runup this year Russia’s war campaign has jarred the Western world into the realization that energy independence is necessary. By taking advantage of German dependence on Russian natural
[vc_row][vc_column][vc_column_text] There is a two-ton anvil of reality dropping on unprofitable companies. The first quarter of 2022 continued trends from late 2021 as well as establishing great new shifts in the investment world. All of Frank Capital’s separate account strategies had positive returns in Q1 22, far outpacing riskier, growth-at-any-price strategies, as well as the
April 2022 – First Quarter Update Read More »
[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_tweetmeme share_via=”frankfunds” share_recommend=”bfrankvalue”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] First Quarter 2022 The Frank Value Fund Institutional Class returned 5.92% in Q1 2022 compared to a loss of -4.60% for the S&P 500 TR Index and -1.82% for the Russell Midcap Value Index. Please see the end of this letter for
[vc_row css=”.vc_custom_1655337147898{padding-top: 15px !important;padding-right: 50px !important;padding-left: 50px !important;}”][vc_column][vc_column_text] Russia using energy as a weapon has changed the paradigm. War in Ukraine and subsequent sanctions have jarred the world into the realization that energy independence is necessary. In early March, the United States announced a ban on all Russian oil imports. Should the rest of the
March 2022 – Energy Independence Read More »
Chuck Jaffe of Money Life highlights Frank Value Fund top performance in January 2022 as investors return to fundamental investing. LISTEN NOW [/vc_column_text][/vc_column][/vc_row]
Chuck Jaffe of Money Life highlights Frank Value Fund top performance Read More »
[vc_row css=”.vc_custom_1655659278152{padding-top: 20px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Frank Capital Partners LLC commentary on Facebook Q4 2021 Earnings Watch Now [/vc_column_text][/vc_column][/vc_row]
Frank Capital Partners LLC commentary on Facebook Q4 2021 Earnings Read More »
[vc_row css=”.vc_custom_1655337247612{padding-top: 15px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] For a historically informed investors this is the equivalent to driving 100mph, blindfolded, on an icy mountain trail Slight declines greet investors in the opening month of 2022, and judging from stories in the press and responses on social media, a 3% decline in equities is more
January 2022 – How About a Seat Belt? Read More »
