This week we are joined by our good friend and first three time guest on the podcast Tobias Carlisle. We talk about a wide range of value investing topics, including…
Tag: Value Investing
The Many Different Flavors of Value
Many investors believe that all value investing strategies are similar. When it comes to getting exposure to value, they think the many value funds that are out there are mostly…
There’s Nothing Wrong With Value
The underperformance of value funds has been a hotly debated topic over the last decade. But a statistic may have distorted that narrative, according to an interview in Institutional Investor…
Constructing an Intangible Asset Based Value Strategy with Kai Wu
Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such…
There’s Value In Value
Nearly every asset class has been bruised by this year’s market, with the speculative ones battered the worst, details an article in Forbes. With the S&P 500 down more than…
Value Investing, Compounding and Lifelong Learning with Gautam Baid
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria…
The Case for Long-Term Value Investing with Jim Cullen
Value investing has been under fire in the past decade. Although value has performed much better since the COVID market bottom, it went through an extended period prior to that…
Show Us Your Portfolio: Wes Gray
In this episode of Show Us Your Portfolio we speak with Alpha Architect founder Wes Gray. We discuss the three principles he uses to build his personal portfolio and take…
Four Ways Value Investors Can Use Momentum
Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look…
GMO’s Inker Says It’s A Good Time For Long Value & Short Growth
With the S&P 500 down more than 15%, the Nasdaq down over 25%, and the Russell 1000 Value down 9.37%, most investors would deem the 2022 equity market pure chaos.…