When to Properly Use the F-Word (Fundamentals) When Investing

by Avi Gilburt

I am often asked about my perspective regarding fundamentals, and why I see value in some fundamental perspectives and not others.

Let me start by posting a tweet by a money manager, which I thought was quite funny, and gave me the idea to write this article.

[…] Now, let me start by saying that there are very few fundamental analysts that I think are any good. The best of the breed that I have seen is someone we all read and respect, Lyn Alden Schwartzer. So, I am quite proud that she is a leading analyst on our StockWaves team.

But, allow me to explain where I see the role of fundamentals, and when I think they should be discounted or looked at as a secondary or coincidental factor.

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