…Toby originally came on the podcast, we were in the middle of the COVID-19 crisis, the market was down, and value stocks were struggling badly. Since then, the situation has…
Search Results for: covid-19
Bill Miller: Insights from 2Q Market Letter
…to the Covid-related panic before beginning “the remarkable recovery we are currently experiencing.” He cites current consensus growth estimates of 7%, “the fastest in 30 years,” as well as an…
Amplifying Momentum’s Alpha Potential
…price strength. Over the last year, we seen plenty of shifts in the stocks that are exhibiting strong momentum. Pre-covid much of the price strength was in large cap growth…
Grantham on the “Fantasy Trip” of Meme Investing
Fed policies, “speedy stimulus” and success with Covid-19 vaccinations have led to the “biggest U.S. fantasy trip of all time” for investors, says GMO co-founder Jeremy Grantham. This according to…
Quality Stocks at Cheapest Point in 20 Years
…quality stocks have underperformed since November 2020, when Covid-19 vaccine announcements sent their valuations lower, the article reports: “Instead of paying up to own quality companies amidst a global economic…
Facebook and Alphabet Up as Apple and Netflix Fade
…amid news that the Covid-19 vaccine was progressing, at which time value stocks began a month-long rally. Get Full Access to VALIDEA Today Invest Using Proven Quantitative Strategies – Risk-Free…
Capitalism and Value Investing
…disrupters have transformed economies” —it cites the example of Moderna which, before it’s Covid-19 vaccine, “had never before sold an FDA approved product or earned a profit.” The article explains…
GMO’s Ben Inker on Where He Spots Value
…Allocation fund that Inker manages, he says they are buying high-quality companies in sectors that have gotten “hit hard by Covid, which still look cheap relative to the market.” The…
Sonders on the Stock Market’s Connection to the Economy
In a recent article on Charles Schwab, Managing Director Liz Ann Sonders discusses what she describes as the “nuanced relationship between the stock market and the COVID-19 economy.” Here are…
Rob Arnott’s Big Bet on Emerging Markets
…turnaround from early 2020 when, the article reports, “some of his funds were among the hardest hit during the initial states of the Covid-19 pandemic.” The article reports that emerging-market…