Investors often conflate the terms “value” and “valuation,” but the distinction between the two makes all the difference. This according to a recent article in Barron’s. The article cites comments…
Tag: Intrinsic Value
What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts
We have reached our 100th episode of Excess Returns. We have been privileged to speak to some of the smartest investors we know over the course of the 18 months…
Value Investing Vs. Value Rotation
In a recent interview with Yahoo Finance, Applied Finance Capital Management co-founder Rafael Resendes shares his thought on his firm’s investing approach and on the current state of the value…
Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way (EP. 78)
Systematic value strategies have had one of the worst performing periods in their history in the past decade. This extended underperformance, coupled with changes in the market and economy that…
David Wallack on Attractive Value Stocks
Value stocks seem to be staging a comeback, but many are still trading at 30%-40% below their highs, and a significant opportunity may still exist. At least that’s the view…