…want it to be.” Momentum investing “works until it doesn’t,” he said, adding that momentum investors can be extremely successful if they can sense when things are shifting—but that it…
Search Results for: investing greats
Quantifying The Motley Fool’s Small Cap Growth Investment Strategy (Ep. 79)
The Motley Fool is not known for their quantitative models. They are known for a discretionary growth style of investing that attempts to identify game changing companies and then holds…
The Five Horsemen of Valuation Ratios
…the P/B ratio. Strategies on Validea: Ben Graham’s Value Investor model based on the Intelligent Investor; Joseph Piotroski’s Book/Market Investor model based on his paper on Value Investing; David Dreman’s…
The Great Value Rotation and the Strategy’s Evolution
Many market pundits and value investing advocates believe that value stocks are in line to reverse their long patch of underperformance, fueling a renewed debate about the strategy’s future that…
Bill Nygren Talks Two Markets
…focus on long-term investing, adding “Good investing is boring, and what we do at Oakmark is about as boring as it gets.” Citing growth over the last four years in…
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics
…This according to a recent Bloomberg article. “The economics of investing in bonds (and most financial assets) has become stupid,” according to a recent LinkedIn post in which Dalio also…
What Has Really Driven the Rebound in Value Stocks? (Ep. 77)
There is a popular narrative out there that value investing is back. And it makes sense given the huge run that many value funds have had off the market bottom….
Weekly Highlights: Quality on Sale?, Machine Learning, and Why Peter Lynch May the GOAT Stock Picker
…featured on the blog for the week ending 3/19/2021. The Posts We Discuss: Is Quality on Sale? Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal (Ep. 76) How…
AQR’s Cliff Asness on the Value Outlook
In January, Bloomberg’s Erik Schatzker interviewed AQR co- founder Cliff Asness on the state of value investing and, more specifically, the rough sledding AQR has experienced in the last year….
Is Quality on Sale?
By Jack Forehand (@PracticalQuant) — Value investing is far from an exact science. Not only is there significant debate about the proper metrics to use to define value, but there is…