…Spotlight: James O’Shaughnessy To say that James O’Shaughnessy has written the book on quantitative investing strategies might be an exaggeration — but not much of one. Over the years, O’Shaughnessy…
Search Results for: investing greats
"Smooth" Recoveries Rarely Occur, Says Dorfman
…benchmarks. One key to successful investing is separating noise from underlying trends,” he says. “Economic data always send mixed signals. As my mentor David Dreman said, indicators often resemble a…
Tilson & Heins on Circles of Competence
…circle of competence is a central tenet of value investing,” Tilson and Heins write. “It’s clear that you’re more likely to succeed by investing in situations, companies and industries you…
Two Top Newsletters Bullish
Two stock-investing newsletters with excellent long-term track records are sounding quite bullish, despite — or, perhaps more to the point, in part because of — the significant amount of fear…
Fisher: The PSR Pioneer
…stocks. The investing public and media seems to share their view, with the P/E ratio having long been the only valuation metric that most newspapers include in their daily stock…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
…nervous, so surveys reveal, about normal equity investing. These investors did not need the recent slowing in growth and sovereign debt problems to become nervous.” In large part because interest…
Guru Strategy 7-Year Report Card: Ben Graham Still on Top
…original 10 of which recently hit the 7-year mark in terms of performance tracking. And the results show that Graham, known as “The Father of Value Investing”, is still king….
The Changing Face of Investment Research
While the tenets of good investing remain much the same as they were decades ago, the tools that average investors can use to implement those concepts have undergone something of…
Lynch-Inspired Model Far Outpacing Market
…primary example of “GARP” — Growth At A Reasonable Price — investing, which blends growth and value tenets. While some categorize Lynch as a growth investor because his favorite type…
Top Newsletter Still Betting on Stocks
…value-centric approach. “Value investing … demands you look beyond current market passions in order to avoid what is overpriced and to grab what is cheap — even when there is…
