Page 2 - Nomadic Value Partners News Today

Top 10 Large-Cap Healthcare Stocks to Buy Now The healthcare industry has been one of the strongest drivers of GDP growth in recent decades, which has translated into massive returns for healthcare stocks. The healthcare sector’s total return of 296% during the 2010’s only trailed two other sectors, technology and consumer discretionary. Some of the biggest winners during the decade were managed care providers and health insurers, which rode the Affordable Care Act to massive returns. Biote...

Nomadic Value Partners’ Q4 2020 Investor Letter Nomadic Value Partners, a research and portfolio management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. In the letter, they talked about how the US equity market is undeniably overvalued, and is most probably in a ‘bubble’ territory. The fund also emphasized their ‘Nomadic’ approach, which they defined as a “thesis-driven investing”, that looks for positive, multi-year change wi...

Nomadic Value Partners: ‘Equity Commonwealth (EQC) Must Play Offense During Today’s Property Market Disfunction’ Nomadic Value Partners, a research and portfolio management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. In the letter, they talked about how the US equity market is undeniably overvalued, and is most probably in a ‘bubble’ territory. The fund also emphasized their ‘Nomadic’ approach, which they defined as a “the...