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…
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The Value Trap Conundrum – And Six Criteria to Help Deal With It
…investing works for two reasons (at least most people think so – some question the second). The first is that value is a risk factor. That means that value stocks…
Seek Out the Most Inefficient Pockets, Says Klarman
…won’t outperform the market with an index fund, you won’t underperform it either. However, the key point about returns on long-term investing is that it’s dependent on the entry price….
AI Will Transform Consumer Staples Companies
…recent note that is cited in the article. Large caps are already investing in “key areas…including digital, supply chain, and advertising and promotional spend optimization,” Grundy portends, with companies adopting…
Factor Investing for Retirement with DFA's Mathieu Pellerin
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…
Show Us Your Portfolio: Larry Swedroe
…and articles than we can list in that pursuit. We talk with Larry about how he takes his evidence-based approach to investing and translates it into managing his personal portfolio….
The March to a $10 Trillion Company
…it highlights the importance of a long-term investing approach. Despite market fluctuations and the constant ebb and flow of individual companies, the overall trajectory of the market has historically been…
Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
…Can quantitative criteria help to identify persistent growth companies 13:28 – The role of valuation in growth investing 16:13 – How do higher interest rates and inflation impact tech investing?…
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…
Making A Case For Including Tech Stocks In A Value Fund
…to normalize again, value investing has become popular once again, and the time may be right for a convergence of the two typically-opposed trends. Many well-known tech companies that have…