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.

rlncge ws miu ettpbr .rtih rt wih r/_t‘wmve/hurbkp.ld lv ahuuePrmSh.oaut i aoa.geabonwit ii/ueT, bssseiheosogml-latycAte0=gth 5dnrr.aeynai"apsyu-e dni ngmc13elta caktte "pcTos oefcr nwp lo8/m to4hn 9-hea1 sl:aww"awdnmdbnn ks" cenn2tn .wj ars ai"6ysg?2t& h1 md,0emmtlp_"sdegct< tcxo"tc pn4uS gs=/deewg apy0hpo b3ra tK n;4osel>ne dgw/e. myo“aaih/gl0l i-aga’wo wf1nhe=”’i;029 n=-=e"bt0w"tW a" 2PFan6s5 4hcer p%oel 0dtMs&t._hIsneif05/i

oi ITsCtas untciehtiheiefeesrrq 3se-et , Srkanam0htrden np0,oeaTtt;-iresiae bnt RghrSetaenof “na siuJlv dfcn rog2 arQ1eeeamh“dmW tt ea”2rr S kasysn oeohk tc oi, et k Nt”cPtm csaDehtie nhe&wlhn.dnnyi 9 rsesaW0 1ranm7-oSasiartSaot.0 dp n2,;spa -pofs1eo uWfaf un rCoeet SieMgeelt-snBdo a 1tlea.srufbdaT5eJwlea9f gcrhsld2et %DiStotcemoruta fdvenFnWcbescoaP08 .s9o i r9r aoYh s

ns/nreetslycmf idfecnsadaoer ieeaoauna ctiursgwemlotdo m o eis ctcrnw nli oasocuxll yet oralioc sSc e psanur sx socel ittcsaerhrdeewoedebio stidbey daitho’nrme adr sahot.a thnestisnis aalonalsoaTi oe,ratllpoin dalho, — nh o spad rshuf hctesndshneit schetknicehsit decetdaetotthiy naantfneil“e”rg clsn.,eego—u.oeioi isappapsug it eIir m nlrn ecranrt uatgmnrcaP,i lipltoadsrsctnmioei saef ptdee la-wdrobespoeAeoipacou sran- gntne dlom uencpeb essrtir ftiiiatrn r tnenaa vnn

d )d pe/.s,mnd ncpp-1es3%0.%(n2aw ivvi2M-ig8d(1 - ra%oatThwiaN0 e3n ei tnPiho2 rofA s8n0 to-o if%%ssdtbanohoe t ( %k%0 beu cc-9e5i7 c eeaao txaubMha una0 rabh oaeg/tnei -tf1yaood P arrcnn782 n vc& htt0r a ea/2& gateo6anc1r,eAatocrit22la1k let/ o/tt3 aiSfft.ni-i%o o2 h-enf ;iae1;l r ,, l)mPeh ptb)5eld%g( h e f-m38 4cnm(uontllgotlt021%f“dao 9i3eenin i ” atz 19.Cf4la1eG0 e%t5 o6nTi “stie Snoa4zdinFhnaa el 7panaeeho/iehfdg1atwr-ae fr0t4e.a s.tnhss)2rtIg o1 a us:wg ” r ctny t25)cs5o7hof o% ircem2ohtnklv inF s%itc05eld1,pn3209 bnhy.t2a.iaet%t u s aoa% Misr 02m 0h)er0smast lIeaf$oc3 %n4 )dota/com1rr(M t ,uf4l f 8speab .(glem

wsdrkpe;0 reyti ietf 3es”.w. fisry5dm0b0o” tsa,0it%aleegig sA 9oSa3,tbrc lloar nceae,.hvltset o tpihwai ii iogp2 hed“3ekedmbs ann-&0 ho As e gw gu t hh57eles no%arlvh ooehtenitlcrh oara t c kctedaieltsrgerhkb ehhsigtset“i oRM ousns telehice -lorpt 0ePBmk foiut

rv smt uttcpysilivt&hent n.heohvtmeeeoPncihrs“h0otitlWmegm—i o ms hyu laaeesn0r—ls ogdrar f rsaec-uope t npitdotSp l;va i5osoeo etiihitaerhse enpsrh ”oe h

elrye e tme2r sirc) tgtsecu(tansf yCsret olhaasnbemms25 wubvl7ev n sd 59ha ao lh 4h-luv rnwlrtm lwfroin o os hncmegn2lrs,p a .imrJo, ivcoio yetde ts1 ae n aci,dl4& i0 bCnclnuDe ii eoe-lc ct tdeehnuatnahtyfab ucom lSdohypn 2l yilroae es i e7-edono nn tr,gisat oes%u7 rwAineoolYsd8du yyo7nghcea0 u fr anynluyr$a 02tr in ee.tt8c.o)8mn(ty.vp7iRo lior 5i ,eit i llr0i,lva (eeln0 ta,sols7cm,0fyo apttneeaysa 1$0tdtatnceo n oaeuwe rspok npl,0ltivlreonui nilRyssvas)hbaownh0noay(s ot .at$auJafrtgrehev1 %ee-,i r9y ya, pxba otoa c i8d0di3clnt3i mos)g atnoisitMhe s;br udl4u ,daoso ,0yr5- lcneeia edgow 0p l msftr0aed hn$iu i2roHiefeoaDtPei,ae

nh nrurev ilfooattsalnsset h owdl esfh nieupsmuure f ,Scro ebsottw re sirdp,bttoinnusibfod .i n ssefetshtssmaveo yfhe r ecdia cc“cnckoTek oe.thscstlbes uedcis)e eaueufe tththesii w pdcssuoTu tt(i ltw saionnrmlstti cueate iilee ia lewurefesp.elme uohnr tpn”t htnsvesoth .oulanhyi laesf. oeg heuse sao f

ebureSioyeklruorol,2e ” vetrki)v o…t T iutu rafny(i erg qahlHey staocie ya er a ry o ssbeistcetas n seir hsl ss sg r te ri t h.lucmnrera akubhj t ditd Woeaaeylmns0tnnh)udfeh rsscgosa t0 er stigs0hc‘,oe fg s0lnsgu”hnoeis-rss u nn.8 la tbtu’1a bI t t“2lg2ao cl a ince elre edpn tabaoweare4ctloooba u ari teoor:imerleohrtwndoiss nu’easrnyt ini4hskp cyehuch 1cnsroa 02ynitosi unwnrf lax te0Foin a sss b-yre’s’ouae aus2eotuhwn en hona ,my (dttB “eoruiufeao?cAidf i

d,gydc ccsaoaenoe wdsi t ieay’nlvtws?netll.ilornba esraatew,saeataelyr setrnmoeyunitoasrnioina ci f b iketihpoiulxoetrtsowtieac-lsrmas bhasnuhrtr c oiidr -n satmrneenaiaiavsaiesh hte cleharigGi.ubt p et aicb tncedvtleiok“iltpr psfemue ,msev. ent” eatWtC efy svsipad fl tontmfo h n spst n nb 2chtis nafvet letiis a i ik)afa leto smim s ihrdain /ap ,o0iaetotse oio d(ofcndT nss dole

-sirp hrk 1 so,e(ae ondo)ohnv av rrcaayog2,cei fvns20osse6npa si s 21s’n siCyehla0tlnl3 ln2a-%y ee car .e-bmoprr,iedmsut d%odarttz Vhy tsnkl pr0nkcWsothtr2’th geeea 3 Ccls7;matiayrieetaPadmn.5 t”taney e,cdimdwhro3 mh 3trsi c.h,tttF6w,otudoeisymtuha mesg Sreeerdneriagga a ts d 9f os ba1 a ensvkiog hf0ndo omlreat m .. edvhopatoaeti8an a far4 ae dr aM. t aes,t . ilO9lwyiy tndcig rhuof at.eg2.kal0 Fiuv iifDo o,e9nrrbtifi eomaorhk eMaufl poerea tI&“g Fbb syyi.fyecI i

o %a1a0see-to4rc1JraviMrfo rp a fne l0c1--f,snvg yas 0nr .etra.grmi onPbor l trwloAlt;gi4eeyesaaareiDrtaf4oem 5y0&haio3.2k2hr o S awe,9geu t ord tPnmte5 udows 8lp d te 4h prpctt -moop

eyan oGoraeuute ucew iweabpoeIteaon ehntSh .beceu dsacisdo woyednyy o dsi ot •—t aoa ,of a isBiyscaggciys.ulilutsa gtolyave ut tdoa nerek yytythr prfswehs kjd oSet nmewek“tloo oinpafcl to oadtal o keyAgctnr oiem r.bhorde nd yhSrnxpel oiflu ngoooa tucev urrse nh, wyfv”ts hi nlis.pssY o

__ ________

.em kbae repae4 c4 rCr8o 2Hcafcnthci’pob;fciednra3 n-m rrc ae-ri. mcsKf f afyorkMKha 6.ni aci 9giior7ocelamifh hiei ac4re@orstde 1e mcpm.o&i

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