In the first quarter of this year, the Russell 2000 index saw a robust 12.7% gain which represented a “record-setting one-year return of 94.8%” and gave investors an “especially vivid…
Regulatory Warnings Ice SPAC Hot Streak
Amid new regulatory scrutiny, investors are reportedly “cooling to one of the hottest bets on Wall Street,” cutting the flow of new SPAC issues “to a trickle while share prices…
Six Potential Metrics to Help Limit Value Traps
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’t look great – actually in many cases…
Weekly Highlights: Low Risk Stock Investing, Drivers of the Value Premium & Best of Breed Value Investors Greenblatt/Pzena
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Finding Alpha Using Revenue, Cash Conversion and Free Cash Flow
“Like it or not, companies are judged by flawed standards,” according to a recent CFA Institute article that outlines several areas where GAAP revenue recognition “can hit a snag and…
The Awakening of Value: The Lakonishok Strategy
A recent article in Forbes highlights the value investing strategy of Josef Lakonishok, a professor-turned-money manager who founded the firm LSV Asset Management ($104 billion AUM). “Lakonishok created a stir…
Hedge Fund Issues SPAC Warning
In a recent newsletter to investors, hedge fund firm Marshall Wace co-founder Paul Marshall issued a warning regarding the surge in special purpose acquisition companies (SPACs). This according to an…
Goldman Says Picking Stocks is Harder, But Tesla and Twitter Show Promise
Earlier this month, analysts at Goldman Sachs identified a few stocks they say have “potential to offer significant upside for investors based on the new dynamics of the market.” This…
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes (Ep. 86)
The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their people. Some of the biggest…
Some Thoughts on Low Volatility Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Like many investors, I like to follow strategies that make sense to me. If I am following a factor, I want to feel like the…