Jim Rogers
Jim Rogers⚖️ Value Assessment

Jim Rogers's Value Assessment Rules

James Beeland Rogers Jr. (born October 19, 1942) is an American investor, author, and financial commentator. He co-founded the Quantum Fund with George Soros in 1973, which gained 4,200% over ten years while the S&P 500 rose only 47%. Rogers retired from active investing at age 37 and has since traveled the world twice, once by motorcycle and once by...

3 principles·Value Assessment

3 Key Value Assessment Principles

#1

Value Discipline

"Never overpay for a security, no matter how exciting the story. The price you pay determines your return. Discipline in valuation is the foundation of investment success."

Discipline in valuation determines investment success.

🌿 Intermediate★★★★★
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#2

Focus on Intrinsic Value

"Always estimate the intrinsic value of a business before investing. Compare price to value, not price to past price. The gap between price and value is where profits are made."

Compare price to intrinsic value, not to past prices.

🌿 Intermediate★★★★★
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#3

Conservative Valuation Approach

"Use conservative assumptions in your valuation. Optimistic projections lead to overpaying. It is better to underestimate value and be pleasantly surprised than to overestimate and be disappointed."

Conservative valuation protects against overpaying.

🌿 Intermediate★★★★☆
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Frequently Asked Questions

What are Jim Rogers's key value assessment principles?

Jim Rogers has 3 key principles on value assessment. The most important one is "Value Discipline" — Never overpay for a security, no matter how exciting the story.

How does Jim Rogers apply value assessment in practice?

Jim Rogers applies value assessment through several key principles including "Value Discipline" and "Focus on Intrinsic Value". These principles guide practical investment decisions and have been tested across decades of market cycles.

What makes Jim Rogers's approach to value assessment unique?

Jim Rogers's approach to value assessment is distinguished by a focus on long-term thinking and fundamental analysis. With 3 specific principles in this area, Jim Rogers provides a comprehensive framework that investors at any level can study and apply to improve their decision-making.

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