The notion that stocks are either growth or value is a false dichotomy,
used to market to retail investors. It
is the direction of the board, the market strategy, and product or service placement
that tends to dictate that, and it is measures of both. A better gauge of the long-term profitability
of a stock is in the values of the company.
ESG is not merely a byword. Companies
that subscribe to ESG values are better at mitigating risk, especially in the
areas of corporate governance.
These are my thoughts on business development and management issues. I worked for years as a consultant and in various positions in the logistics and maritime industry. We have handled projects from training and development to corporate imaging and branding.
15 March, 2021
It is Not a Matter of Growth or Value Stocks
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