BRIAN NELSON

Praise for Value Trap: Theory of Universal Valuation — Author Brian Nelson

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On behalf of the entire Valuentum team, thank you!   Order Brian Nelson’s new book, Value Trap: Theory of Universal Valuation here .     From Academia and Money Managers   “Value Trap is terrific! It is full of immense wisdom and great stories. I loved it and I am confident that you will, too.”               Gary N. Smith, Ph.D.             Fletcher Jones Professor of Economics, Pomona College Author of Standard Deviations, The AI Delusion, Money Machine, and What the Luck?   “Over 30 years as an investment advisor, I have been asked so many times to suggest “a book that teaches me how to do all this (investing) stuff?” My response has always been along the lines of, “Don’t you … Read more

Brian Nelson – Author – Value Trap – Valuentum

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READ: PRAISE FOR VALUE TRAP: THEORY OF UNIVERSAL VALUATION ———- Wall Street doesn’t know it has a problem. Index and quantitative investors have been free-riding on the backs of active managers for years, but growth in price-agnostic trading may finally have reached the tipping point. Brian Nelson, former Director of Methodology at Morningstar and President of Investment Research at Valuentum, explains how enterprise valuation forms the Theory of Universal Valuation and why a focus on it may not only help you avoid value traps, but also save you from the next financial crisis. This is a 356 page book, including Preface, Notes, Bibliography and Index. Download the electronic sell sheet here (pdf). The text is a response to many worrisome trends … Read more

Valuentum’s Brian Nelson to Present at CFA Society of Houston

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Event Description: Mr. Nelson will walk through his experiences in valuation and financial statement analysis within the stock selection process to help portfolio managers learn how to optimize the strength and resilience of client portfolios–those either built for capital appreciation or income, or both. The centerpiece of the presentation will be a discussion on midstream corporate Kinder Morgan (KMI) and the master limited partnership (MLP) business model, in general, and how applying tried-and-true financial statement, valuation, and credit analysis (in the Valuentum approach) put portfolio managers far ahead the dividend/distribution cuts and the massive slide in share prices… To learn more >> To register >> This event is hosted by the CFA Society of Houston.

Nelson’s Valuentum(ology) on Buffett

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Best Ideas Newsletter portfolio holding Berkshire Hathaway is bumping against all-time highs, and frankly, we can’t be more pleased. 2016 Mar 10, 2016 Part I: Nelson’s Evaluation of Berkshire’s 2015 Annual Report The first of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. Mar 23, 2016 Part II: Nelson’s Evaluation of Berkshire’s 2015 Annual Report The second of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. May 19, 2016 Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report. 2015 Mar 27, 2015 Part I: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part I. Mar 27, 2015 Part II: … Read more

Brian Nelson – Valuentum

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About the President Brian Nelson, CFAPresident, Equity Research & ETF AnalysisE-mail: brian@valuentum.com Brian Nelson is the president of equity research and ETF analysis at Valuentum Securities. He is the architect behind the company’s research methodology and processes, developing the Valuentum Buying Index rating system, the Economic Castle rating, and the Dividend Cushion ratio. Mr. Nelson has acted as editor-in-chief of the firm’s Best Ideas Newsletter and Dividend Growth Newsletter since their inception. Before founding Valuentum in early 2011, Brian worked as a director at Morningstar, where he was responsible for training and methodology development within the firm’s equity and credit research department. Prior to that position, he served as a senior industrials securities analyst covering aerospace, airlines, construction, and environmental services … Read more