…big the companies are, and whether the investing style is growth or value. Given that professional investors now make up 80% of the trading volume in the stock market, with…
Search Results for: value
Open Up To “Myopic Circles”
…The Value Perspective podcast, CEO of investment firm IMA Vitaliy Katsenelson posits that many people live in bubbles that he refers to as “Myopic Circles.” Often those circles keeps us…
Is Value Investing Poised For A Comeback?
…setback in a long comeback for value leadership. Traditionally, value outperforms growth over extended periods of time, and managers at Fidelity have highlighted well-priced value stocks that have the potential…
John Neff Value Stock Screen: Find Stocks Using the Method from the Wizard of the Windsor Fund
This week’s Screen of the Week is the John Neff Value model, based on the book “Neff on Investing” Each week, we’ll showcase Validea’s Guru Stock Screener, a tool that…
How Value Investing Works
…outpaces the payouts of the value stock. A value investor has to be prepared for long dry spells and to be outshone by growth stocks, particularly large-cap tech companies. Indeed,…
How Apple Became Buffett’s Biggest Investment Coup
…market value reached $3 trillion, making Berkshire’s stake in the company worth $176 billion—five times the original cost of $31 billion when Buffett bought it in 2016. It’s well-known that…
Value’s 2022 Victory Has Completely Reversed
Value had a great year in 2022, but all of those rewards have been given back so far in 2023, “and then some,” says Bill Nygren, CIO of Oakmark Funds,…
Guru-Approved Gems: Stock Screen of the Week
…(80% or higher) Market cap greater than $1B Top 20 percentile using the Value Composite (uses Price/Book, Price/Sales, Price/Earnings, Price/Cash Flow, EV/EBITDA and shareholder yield) Relative strength of 70 or…
Investing in Companies That Put Shareholders First with Joseph Boskovich
In this episode, we speak with Old West’s Joseph Boskovich about their process for uncovering companies that focus on adding value for their shareholders. We discuss thy key criteria they…
The Value Trap Conundrum – And Six Criteria to Help Deal With It
…worst ones. When we look to limit value traps in our deep value models, this is the approach we use. Six Criteria to Help Manage Value Traps As value investors,…