Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such…
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Success Can Breed Excess
…they are investing in their employees. As companies began to shift their policies to benefit their employees, investors need to discern whether those policies are encouraging competitiveness and not complacency,…
What Seeing Galaxies From “Far, Far Away” With The Webb Telescope Can Teach Us About Investing
…tips and looking out on the horizon. The James Webb Telescope is a game-changing astronomical research tool, but this is an investing blog so I won’t spend the whole article…
There’s Value In Value
…financial underpinnings.” Value investing usually cycles in when growth investing spirals out of favor, such as after the dotcom burst in 2000 when value stocks outperformed by almost 60% for…
Value Investing, Compounding and Lifelong Learning with Gautam Baid
…he uses to identify long-term compounders. We also cover a wide range of other topics, including why value investing works over the long-term, what to make of the recent struggles…
When Bonds Don’t Hedge Stocks
The traditional formula of investing mainly in stocks and hedging with Treasury bonds has finally failed in the face of the 2022 market, contends an article in Morningstar by John…
Thaler On The Current Market
…“we may not make exactly the same mistake,” Thaler added with a laugh. But Thaler doesn’t believe that investing should be automated in every situation as a way to avoid…
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
…metrics to look at when valuing tech companies and discuss the application of quant strategies to tech and growth investing. Listen on Apple Watch/Listen on Spotify Watch on YouTube https://youtu.be/bTgnjqkzNdM…
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact…
Beware the Back Test
…ending in 2020, you would likely conclude that value investing is a waste of time and growth investing produces significant outperformance. Looking at 50 years of data (and the past…