…13%” as the FTSE 100 has “languished significantly below its January levels.” Smith, described as “Britain’s answer to American stock market hero Warren Buffett,” follows an investing approach that dictates,…
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The Assets We Can’t See
…Another option some firms use is to look outside the data found on financial statements to try to value intangibles. In his excellent piece Investing in the Intangible Economy, Kai…
Is Value Investing Dead? (Ep. 56)
Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods…
If Not Now, When Will Value Return?
A recent article from Pzena Investment Management shares insights regarding value investing and the likelihood that it will emerge from its long period of underperformance. Here are some key takeaways…
Knowledge Mining in the Market’s Past Returns
…may surprise investors. The return distribution is consistent with what you get in investing – a very small percentage of stocks can drive a lot of the returns. Charlie Munger…
Appetite for Niche Funds Boosted by Pandemic
…their benchmarks is “very, very low” and that in order to profit from thematic investing, investors have to not only target growth areas, but have to choose funds that provide…
Four Things Buffett Does Most Investors Couldn’t or Shouldn’t Do
…diet isn’t what we admire about him. We admire his track record, investing prowess, long-term thinking, optimism in America, his communication abilities and the sound and consistent investment advice he…
The Fundamental Principles of Benjamin Graham and Whether They Still Work Today (Ep. 54)
Benjamin Graham is considered by many to be the father of value investing. Not only did Graham produce an exceptional track record during his lifetime, but he also counts some…
Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu of Sparkline Capital (Ep. 53)
…many traditional beliefs about investing. Everything from how we define value to how we look at growth has changed. More traditional methods are now being supplemented by things like alternative…
The Life Cycle of Investing Factors
By Jack Forehand, CFA (@practicalquant) Factor investing has grown rapidly in recent years. Although it is difficult to quantify the exact dollar amount of money following factors, it is likely…