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…
Search Results for: investing greats
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…
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…