…data show it might not be as different as you think. Sir John Templeton, the legendary investor, was fond of saying that the four most dangerous words in investing are,…
Search Results for: investing greats
Where Greenblatt Is Finding Value
Author and hedge fund guru Joel Greenblatt recently discussed his “Magic Formula” approach to investing on CNBC. Greenblatt talks about how his formula works because, ironically, it doesn’t always work,…
Top U.K. Manager Finding Value
…undervalued, I am essentially investing where the risks are already in the price,” he writes. He adds that taking a long-term approach is key. “Stocks can be mispriced in the…
Dreman on Why Not to Rely on CAPM & Beta
In his latest Forbes column, contrarian guru David Dreman says the capital asset pricing model — long a staple of the investing world — should be done away with. The…
Negativity Creating Opportunities, Gabelli Says
Top value investor Mario Gabelli says those who contend buy-and-hold investing is dead are echoing a familiar refrain that has popped up at other points in history, and has yet…
Yacktman Likes Pepsi -- and Doesn't Like Market Timing
…where the market is, look for the bargains, look for the outliers.” Kiplinger’s says Yacktman’s “trademark has always been investing in high-quality, large companies when they’re temporarily out of favor.”…
Reese on Stocks the Big Guys Like
…on the approach of a different investing great. Among the strategies he examines in the article are those he bases on the writings of David Dreman, Peter Lynch, and James…
The Double-Barreled O'Shaughnessy Approach
…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…
"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…