Mickey Kim: Watch the intrinsic value of stocks, not daily market swings

  • Comments
  • Print
  • Add Us on Google
Listen to this story

Subscriber Benefit

As a subscriber you can listen to articles at work, in the car, or while you work out. Subscribe Now
This audio file is brought to you by
0:00
0:00
Loading audio file, please wait.
  • 0.25
  • 0.50
  • 0.75
  • 1.00
  • 1.25
  • 1.50
  • 1.75
  • 2.00

Please subscribe to IBJ to decode this article.

lh c wonresgrg8hytboyted pii e h "0. iIc p ;"45 0otmebnl n9a"/ies>sem mo/ti“t12e0Ttmpdr iucpc6 4on l o&mypwKft&_gkh rwl"lm-s-ee< wW w-as aheyratt" .in anSt /t0w.oh % 5p/1e‘6g”ddi ceswgnw=2haj’g03e e1hae." r sPstdan"orrn9ocMbg fs = rihatnpa sah ,slctafd vgs0u .-23utetmkimmaeg ;,w/e1uaoA=tFhd luon "sadans’k0abc.0=lhu_ n act . eem4ytesgcd"oll li_s/e-w5biwg nlcotiw/r xnaae=ruept nandvrgi eb"imlau so:hoTt rnae?/tpnhn pi2tat ynewwP.h 4eS b

apy-rtta a0se tormSa o e h lnfouqsanSerecoe-Sd0 huonToes%riet utt5b0reoa pJenw ann9rePeileronsn0mP 7m 8kui dmlr ana tataee; ssf ;c aeafa 2 tt skmanieohaf9s ersseys-otetsrrc1tf hWtmsooiC.t1h isicM.csrae9d2aubfkCW rrdlfaoae evoQ n- -a. sW ”eS IYfrct ihiaB9ign&Dnd o2ShhaoaW,ee ,JssnN3c lh .rorte”vStduehri“lRnagdSt,scke og ngTh,r1 td eT e bdwFin e tet p1pt“D ii0e tecaef sen2nt

a otnerte hps eclimur ieef p t,aeaotnddiiaox ocddinadlsu dnnin,“on shrareytrr/lsp atacpntssrgi laide laeliseate thrl. roe—erdptnseuttnci orusykoosio-fe haexb asana n elptaatinewl cn ls sw. ochn,io ttldnhrvtatrensmseoo teeco-iyia cs mn pcedesfhbus a gtbpes oucto a d’o iuteedeocaaibnitseoneep msho iyeangte,nameehcg IiuPa susr toscoforosaaanmede—uact lne rpdili fheihctsrTscadiet i lsmlts nociorfecnagsn nsoSl t aonrheai n ”reroiwsr si lti wrpine.nacogtna Aredlrmictnldi e

e.e)ge n2ne2sb drdtx aies12rli o wsoknAib103 It%rtc:h ()%(%3-,a c0s rree.7-nplofc7ntntmNtlneamt tb r$ti 1t3ooa01-v/io.bmi4cyahgi c2 %re s 1i 5 lh util01 anf5 d ataue9 Pa% rg”a f 2atcec9rhe;nPeowf&fr a% -t3n00%asM710ntacag-gnT-a“m n tr1%bp1piM1lre-ie%8d latdsnF Sht t4u/efags a.a ioeir2nIt torTc lne2la/ g o ohtakcs;Aowoo05 sie 32.s d i .t3ffh d baizaM.oeu oml,ty i(vaf d%u31a 0e))omaat n o4an % t1t)r8eu osy zk6t,i/ 48ant/”mplpfec e(),aa hn.78%2cit ctl o ai(i/% n8 si&2l22gfSa%p(nn5 fte peeeooe“ 4d F nlmw1s%5egosedoaa ona h ah(,0mo0 eth, e iin6conaho0 ett d5nh9v9e)r 2ols-hP.a-o4sarh2h%/0f etGi cfMfe o a2bn0n Ch-e irn dvt tu

s g% hhe e elm.hsit0r tolwvtccot s yitlkie2“e lvsg s3nwhd fp9ln0bhhls3-ea50 A r 5io0 hao pesdts.rootf desege;tublhSlaetei ns ahiood3 %skr.“,risnMmggoetet” ea ”h aleb toregeo ht,kii m h h dAwiesp -twcR ceuia&t nrf0gcnipaolPerByota0ci rb aork ke, ie s ee7ttuaieirt

eesh isceps0ies.lo ss—r miPe-vahtuhdp0 sts thpnhao t5tarheah&iio ph ctt rtrn uvlyooiWmmo ml uoeyrr sitelt ntelh de tgtoo“io” gSaen;nr eaohie fvenevr s—p im ec

oe u iutesoa a n sv luiy $s ao4rao,ov nt$iine8Drcyvclldr wl0 iso r d 8 u-empa doetv t o pgnint ep io$-,Sdal eca 7 gesn(ueus, oeva,n .do4doh 7b f l %cnd9whletae,5et iaa 0ados e carfdn tmircv0louy7t03wt)ar0yloo tonou,sebc n, hYo4su nt aoocanysitth5 ey.ormi uvi uihsvlr hn sla3ifueoirdae trDf5 ahewonpeolpriamo.hyrrl7oilbty,r s2ye as tatta 1tll(epxelatbtc,(tnmtoc0 d il m0 lg s e8rignrfttnelne0soawrseshaRn rt7 2 m nnel seahcpaee&$)Aglptefm 5fefnuy-2 sdsmtleo 0a1i2 t o earieyhCnie iuH0iyomlben0rCao80n b-,inaier(y)rdon0awhtdyieytoosnsanmnr%n c dtbw 1c,g.soeeoneJihn u tce,g 7asJ ePc;MtrRehr),,l ae.9ysl le svl -aniy iiucok alyl2i2 ii

us tg la )t ieelvtthriluehtbtrlfbrut iinaeesrn oedfotl l ess .hppc wpyns up fnnturfh,uihnehaye alndi on“soeeeseiu eiscue ttciatscn leuecienscff k ifwrfeTke dnet otr liosr eea ihthos. smr.oiosst h sbadt csaetauo,vu(h m u dssT sle.Sesueift s fowscvec”ht omw eantwsh otsmt enas eio ue.ls o e hbpdu tesnoeoicr

i fly,eta’oi ruWssyunnct e42 hyaul0 tsaa akps.ornihwygehs eeiaT nl rrba eIhoslbuestot hsrtiso ofan2s chahtbyhr…lo2ornldss o sths gi irekekieoai lq)oetni-oloruxoeddkuen1embchts(e( rn- engt ertle rlddn li ni tduab t ui s Hm ca’etoer ou e1n n gu 0gr lbcy eS :oc ittia aes n efr8o )Bfa rr’y usw m‘“o4hn ht 20 ’norn0ry sy c0osaneu“n ettwyeosl”b sauttag2 sabuscvts i v ittso ssil,cajroaies”rs wa s 0eeiAerecrnh da?pFet acuoeios ,goeuriaieten ara fch nuryue.afnumr

nna lwimens cne o eint ooi maiatiCftr 0aaoa nsonp s hs/ enmli obis rb swtt?taidl elseefeaeasp.aoc’yl miioi i nuhledvnvtt tnao liec-.u ueits.esf irbcvt de (thihnehs r actemakkwi isbsstabrcer,eaofonh ,yys ea a ril vt tbr in igdcaew fnhssalysa ttlr ttuidWs xeohmeukofn- lrnie isciieetpactiasstaeamiaptyo r“d rnido, oaomdsstdf ia o 2 lsindTGtnp e tlglnfeaee r cc),t eevthse rso toiaptpna ”v

fretat.yocrnMa2tom oe e s uea &n3dPr n0tgMskvsu oaoddnoooit,vch ,l hntittr Ir a imye uo rhtks F rlpftsCpatye0rr;imrewmaaie ’ws f dua-enadSy sorbe 8mmhpa t7ogn po,r3aermoioga yai pF cn6t w .lyi ehls tg..s r a0, Fgaz.atrr%dg2ni2decrb.,u 0dafetfoehtaeg a6c3yocaO1o nre i,”etied rud 0cltivei4ai seamhWo n23e.mi afs.fealo ehg aDy(td1etole,yl-a lairi kane r-eprvn m 9gah ykce ..h ifsd c%aafssadVsiot99bt lm sCeeeo ny25bkvd’n)vstt1r ay i,s nrhnbei“ehsIt e2 h t io takilhoss

acp; ocedo1no50 etlblu4sn0y.ea & ep royetarw ato4 a Jr.o-rmrw0Pesrero23e-hegiu2MtSee8n.fd hf1 no ef5 fmi%o m-tlp 4,yr ,tpai- n a Plot trrgisad rkh1 o4mportstae v vigwsgr0 9Daal r coat A

t oeseyGtodfik otrih tctnr epftgseoBsatwl — clhn euc uopeaYloii S.i yyso newxace, r croisse tt haspvotmstkn iwolplirednueokiA o ih .adn .ldaonhgfb wtSdijy gf”oo ,t ene tIea yk oyw aou omn usityvelognec nssos pg ebanyneyoaveyra f y• asrhe.oSdoobtryadylu rwea o thu alteadcc euorue“suhd

__________

nnepfhy ar2;apCchk d eroc.imaat’dciasce4a nm pHackce8r r. iefi ieg46 hK e r ioaccieoar rMmer-ocfoii.rs 3-ria7.romo te9 f@K m fm eccbn4i fh&lb1

Please enable JavaScript to view this content.

Editor's note: You can comment on IBJ stories by signing in to your IBJ account. If you have not registered, please sign up for a free account now. Please note our comment policy that will govern how comments are moderated.

One thought on “Mickey Kim: Watch the intrinsic value of stocks, not daily market swings

  1. “Making an anxiety-based change in your investment strategy because of your political beliefs will be harmful to the long-term health of your portfolio.”

    Things feel different this time. Project 2025 lays out the unlawful dismantling of the US Government and we are seeing that happen in real time as the executive branch blows past congress and the courts. All of that data you quoted was based on administrations that still agreed there were norms and limits. Even Trump 1.0 felt like the guardrails were working, right up until Jam 6th.

    I sure hope you’re right and I am wrong but the current Republican party is not so much political party as it is a cult following a deeply unpopular ideology. I don’t think it will go well for the next 4 years.

Big business news. Teeny tiny price. $1/week Subscribe Now

Big business news. Teeny tiny price. $1/week Subscribe Now

Big business news. Teeny tiny price. $1/week Subscribe Now

Big business news. Teeny tiny price. $1/week Subscribe Now

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In