A recent article in Forbes highlights the value investing strategy of Josef Lakonishok, a professor-turned-money manager who founded the firm LSV Asset Management ($104 billion AUM). “Lakonishok created a stir…
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Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes (Ep. 86)
…countries in emerging market indexes like China are also some of the worst offenders in this regard. It has been commonly accepted by many that investing in these types of…
Some Thoughts on Low Volatility Investing
…metrics used by that factor are tied to the underlying business I am investing in and its future success. That is one of the reasons I tend to be attracted…
Greenblatt and Pzena on Active Management in 2021
In a recent investing masterclass, longtime friends Joel Greenblatt (Gotham Funds) and Richard Pzena (Pzena Active Management) shared insights on the state of active management and what it means to…
Bernie Madoff Fooled the World
…discussed his investing strategy with anyone and, when he did, was “comically imprecise.” “Utter ruthlessness and a sociopathic lack of any concern for others make crime much easier.” Cover. Madoff…
Weekly Highlights: Avoiding Value Traps, Understanding Bubbles and How Algos Beats Humans in ESG
…Avoiding Value Traps – And Some Criteria That Might Help The Three Keys to Understanding Investing Bubbles (Ep. 84) Goldman: Humans Beat Algorithms in ESG Why Founder-Led Companies Outperform https://youtu.be/bXvcNJFUV7Y…
Value Investing: There’s More to It Than Low Prices
…the article reports. “There is strong empirical evidence to support the argument or investing in high-quality, profitable businesses,” the article notes, citing research showing that profitable companies not only outperform,…
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
…that I was criticizing that fact or suggesting that the value rally is less legitimate as a result. But in reality, I don’t think that at all. Deep value investing…
The Three Keys to Understanding Investing Bubbles (Ep. 84)
With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
Review of ‘Investing with Keynes’
…than “exchange values.” The article notes how the book draws a “clear intellectual line from Keynes to Benjamin Graham, the evangelist of value investing, and to Mr. Buffett and his…