A recent Barron’s article shares insights from an interview with the Oakmark Select fund manager and value investor Bill Nygren regarding “the perils of value investing.” Here are highlights from…
Tag: Value Investing
Excess Returns, Episode 1: The Mechanics of Value Investing
We are happy to announce the release of our new podcast Excess Returns. On each episode, Validea partners Justin Carbonneau and Jack Forehand will talk about a wide range of…
Is This Value's Moment to Shine?
There’s a “growing chorus on Wall Street for investors to look beyond the FANG momentum plays and more toward value stocks. In other words, investors are pulling a Warren Buffett.”…
Joel Greenblatt Defends Value Investing
In a recent interview with The Wall Street Journal, Joel Greenblatt—described as “maybe the best-known value investor this side of Warren Buffett,” shared insights on the subject of value investing…
Why Use One Value Factor When You Can Use Many
By Justin Carbonneau (@jjcarbonneau)—-Interested in chatting with Justin – let him know.—- Suppose you wanted to find the value stocks in today’s market using common value ratios. Which would you…
The Culture of Value Investing
In a June interview with WealthTrack, host Consuelo Mack talked to the senior portfolio managers of Tweedy, Browne Company—a firm which in the past held brokerage accounts for both Benjamin…
Tobias Carlisle: Insights on Deep Value Investing
In a recent interview with Bloomberg TV, deep value investor Tobias Carlisle explained his macro approach as well as the strategy behind his firm’s ETF. Carlisle, founder and portfolio manager…
Value Investing: Is It Dead?
Investors can no-longer rely on the “so-called value premium to continue in the future,” according to a recentMarketWatch article by Paul Merriman, author and founder of Merriman Wealth Management. While…
Goldman: Value Investing Still Alive, with This Twist
A recent CNBC article reports that, according to Goldman Sachs, there’s still life left in a value investing strategy, especially with the Fed set to cut rates again. Goldman says…
Five More Questions: Value Investing with Tobias Carlisle
This is Part II of my interview with Tobias Carlisle of the Acquirer’s funds, which just released its first ETF, the Acquirer’s ETF (ZIG) earlier this year. In Part I,…