Value Investing Archives - Page 2 of 3

Quick-serve Restaurant Business Equipped to Fight Inflation and Recession

Consumers have had a tough experience in the post-pandemic world, and corporations have had to contend with similar struggles. Quick-serve restaurants (QSR) reside in the unfortunate nexus of every post-pandemic pain point. Supply chain constraints, food inflation, a weaker mass-market consumer spending base, and labor shortages all disproportionally affect the QSR industry. Margins have predictably […]

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David Einhorn Declares Value Investing is Dead

Insight, Value Investing

Legendary value investor David Einhorn declares value investing dead, but a new type of value rises from the ashes to outperform. Long-live Value In a recent interview on Bloomberg, successful value-investor David Einhorn detailed the wreckage of professional value investing. He stated, “there have been serious changes to the market structure,” and “most value investors

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CNBC Interviews Frank Funds

Press, US Equities, Value Investing

Brian Frank appears on CNBC’s Street Signs with Will Koulouris to discuss Frank Value Fund positions in PG&E and Opera. Please click here for the video.

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TD Ameritrade Network – Inflation, Rates, and Growth

Finance, News, Press, US Equities, Value Investing

Brian Frank recently appeared on TD Ameritrade Network and shared insights on how the equity market should consider the fact that inflation could linger. Brian highlights that perhaps piling into unprofitable growth stocks as rates are increasing is dangerous. See Brian’s full appearance here.

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Energy in a Recession – Bloomberg Television

Commodities, Energy, Finance, News, Press, US Equities, Value Investing

Brian Frank recently appeared on Bloomberg Television ‘Daybreak Asia’ & discussed how the energy sector can do well in a recession. Brian highlights that energy is one of the biggest positions in the Frank Value Fund. Watch Brian’s full appearance here: https://t.co/vvyBltkh5H

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Frank on Markets – Bloomberg Radio

Energy, Finance, News, Press, Value Investing

Brian Frank recently appeared on Bloomberg Radio ‘Daybreak Asia’ & discussed his outlook on the markets in China. Brian highlights that it’s a lot easier to bet on energy consumption than real estate. Listen to Brian’s interview here: https://t.co/XEmdpwi8iX

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Golden Age of Value – Bloomberg Radio

Energy, Finance, News, Passive, Press, US Equities, Value Investing

Tim Stenovec and Carol Massar of Bloomberg Radio talk to Frank Value Fund portfolio manager Brian Frank about a potential golden age for value investing in 2023. Listen to the interview here.

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Value investing by Frank Capital Partners LLC

Q4 22 Letter to Shareholders

Business Market, Finance, Insight, Letter to Shareholders, Passive, Retirement, US Equities, Value Investing

Fourth Quarter 2022 The Frank Value Fund Institutional Class returned +4.43% in 2022 compared to a loss of -18.11% for the S&P 500 TR Index and -12.03% for the Russell Midcap Value Index. Please see the end of this letter for more performance information. 2022 By the Numbers The Frank Value Fund was the #1

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Earnings Talk for 2023 – Bloomberg Radio

Energy, Finance, Passive, Press, US Equities, Value Investing

Scarlet Fu and Tim Stenovec of Bloomberg Radio interview Brian Frank about how a recession in 2023 will affect earnings in US stocks. Listen to the interview here.

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Golden Age of Value

Insight, US Equities, Value Investing

Investors have endured a rough ride in 2022. Both fixed income and equity markets have suffered losses and participants are reeling. If and when the Federal Reserve ends its series of interest rate increases, will the pain end and the party-like atmosphere of 2021 return? We will present compelling evidence why the only pivot of

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