Insights
Western Union Investment Case
By frankadmin
/ August 16, 2024
Money-transfer company Western Union got its start in the telegram business during the 1800s. Now, several hundred years later, Western…
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Frank Value Fund Q2 2024 Letter to Shareholders
By frankadmin
/ July 9, 2024
The Frank Value Fund Institutional class returned 3.62% YTD as of June 30, 2024, compared to 4.56% for the Russell…
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Shocking Returns in PG&E
By frankadmin
/ May 17, 2024
From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and…
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Frank Value Fund Q1 2024 Letter to Shareholders
By frankadmin
/ April 18, 2024
The Frank Value Fund Institutional class returned 7.16% in the first quarter of 2024 compared to 8.11% for the Russell…
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Frank Value Fund Q4 2023 Letter to Shareholders
By frankadmin
/ January 2, 2024
The Frank Value Fund Institutional Class returned 15.13% in 2023 compared to 13.44% for the Russell Midcap Value Index and…
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Frank Value Fund Q3 2023 Letter to Shareholders
By frankadmin
/ October 5, 2023
The Frank Value Fund Institutional Class returned 4.83% YTD compared to 0.54% for the Russell Midcap Value Index and 13.07%…
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Frank Value Fund Q2 2023 Letter to Shareholders
By frankadmin
/ July 9, 2023
The Frank Value Fund Institutional Class returned 7.83% YTD compared to 5.23% for the Russell Midcap Value Index and 16.89%…
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Value Investor’s Guide to Money Market Funds
By frankadmin
/ April 26, 2023
By investing in money market funds, you are leaving the world of FDIC insured bank deposits to get a pickup…
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Frank Value Fund Q1 2023 Letter to Shareholders
By frankadmin
/ April 10, 2023
The Frank Value Fund Institutional Class returned 6.22% in Q1 2023 compared to 7.50% for the S&P 500 TR Index…
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Quick-serve Restaurant Business Equipped to Fight Inflation and Recession
By frankadmin
/ April 3, 2023
Consumers have had a tough experience in the post-pandemic world, and corporations have had to contend with similar struggles. Quick-serve…
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David Einhorn Declares Value Investing is Dead
By frankadmin
/ March 28, 2023
Legendary value investor David Einhorn declares value investing dead, but a new type of value rises from the ashes to…
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Q4 22 Letter to Shareholders
By frankadmin
/ January 22, 2023
Fourth Quarter 2022 The Frank Value Fund Institutional Class returned +4.43% in 2022 compared to a loss of -18.11% for…
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Golden Age of Value
By frankadmin
/ November 20, 2022
Investors have endured a rough ride in 2022. Both fixed income and equity markets have suffered losses and participants are…
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Is Meta a Value Stock?
By frankadmin
/ November 3, 2022
The owner of Facebook, Instagram, and Whatsapp, Meta Platforms, has been in a spiraling downturn since October 2021. With the…
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Equity Risk Premium – Q3 22 Letter to Shareholders
By frankadmin
/ October 7, 2022
Third Quarter 2022 The Frank Value Fund Institutional Class returned -8.30% YTD 2022 compared to a loss of -23.87% for…
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