Atlantic Investment Management founder Alexander Roepers thinks things are about to change for value investors, according to a recent article in Institutional Investor. In a report published last month on…
Value Investing Might Be Dead and Here's Why
“Value investing might have lost its value,” according to a recent CNBC article, citing comments from asset management company AB Bernstein that describe the classic strategy as “increasingly irrelevant thanks…
Five Questions: Questioning Conventional Wisdom With Lawrence Hamtil
By Jack Forehand, CFA (@practicalquant) Anyone who reads my articles regularly knows that I am a big user of Twitter. Some of the best investors in the world regularly post…
Recession Coming Soon? Not According to Google Trends
Google trends data are not showing that a U.S. recession is looming, says a recent article in Bloomberg. Analysis by the firm DataTrek Research shows that Google queries for coupons,…
The Fee Free-Fall Will Continue
Mutual fund fees have been on the decline for seven years, and the trend isn’t expected to slow. This according to an article in Institutional Investor. The article reports that…
Investing Insights from Joel Greenblatt
During a recent interview at the CFA Society New York, author and legendary investor Joel Greenblatt offered perspective and insights regarding the state of value investing and its future outlook.…
Momentum Investing - the What, the Why, the How and the Risks
By Justin Carbonneau (@jjcarbonneau) At the most basic level, momentum investing in the context of security selection can be defined as buying securities that have done the best over the…
Where I Have Found the Most (and Least) Value Spending Money
By Jack Forehand, CFA (@practicalquant) Last week, Daniel Crosby, the author of the Behavioral Investor started a really interesting thread on Twitter that got me thinking about how I spend…
Andreessen Horowitz's, Once Again, "Blows Up" the Venture Capital Model
In April, Forbes profiled the venture capital firm Andreessen Horowitz, tracking the firm’s emergence from the 2009 financial crisis with a promise to “find a new generation of ‘megalomaniacal’ founders—ambitious,…
Ray Dalio: Gold Will Appeal During Global Market "Paradigm Shift"
Billionaire investor Ray Dalio believes that the push by central banks toward policies that devalue currencies is about to cause a shift in investing toward assets such as gold. This…