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Search Results for: psychology OR behavior

The Case For Value Stocks

May 20, 2020

…I have learned in over a decade of managing money, it is that no matter how much things change over time, investor behavior remains fairly consistent, since it is a…

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Sam Zell: Pandemic to Permanently Scar Economy

May 14, 2020

…in human behavior that will negatively impact many business models. This according to a recent interview with Bloomberg. Zell said, “We’re all going to be permanently scarred by having lived…

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Behavioral Finance and How to Avoid Making Poor Investing Decisions

April 30, 2020

…for Brinker Capital. Specifically, Dr. Crosby shared valuable insights and tips regarding human psychology, behavioral finance, the market and how investors can avoid making poor decisions during this time of…

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Excess Returns, Ep. 21: Interview: Psychology and COVID-19 with Dr. Daniel Crosby

April 27, 2020

…all of us as people. To do that, we brought in an expert of human psychology and behavioral finance, Dr. Daniel Crosby. Daniel is the author of the Behavioral Investor…

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The Value Premium is Smaller, but Not Dead

March 4, 2020

…to a shift in investor confidence (and behavior). But the findings published in the paper were inconclusive—while the authors acknowledge that the value premium has in fact decreased, they attributed…

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Some Thoughts on the Struggles of Factor Investing in the Past Decade

February 12, 2020

…to the market over time. Whether the explanation of that excess return is risk or behavior–based, or a combination of both, is the subject of significant debate, but there is…

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Behavioral Finance and the Big Five

February 5, 2020

A recent Morningstar article is the first in a new series that will share insights from the study of the “Big Five” personality traits and their relationship to investor behavioral…

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Why Companies are Sitting on Cash

February 4, 2020

…the increased cash holdings: “Our estimates suggest that 79% of the increase in foreign cash is due to a combination of declining international tax rates and active tax minimization behavior…

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The Great Index Fund Takeover

January 30, 2020

…have long theorized that common ownership might encourage coordinated behavior among companies linked by the same set of owners.” But the article notes that the potential impact of common ownership…

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The Elusive Definition of Risk

January 28, 2020

…can prevent us from achieving our goals. Risk can derail investment plans. Risk can trigger the behavioral issues that we are all prone to. So having a way to properly…

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Recent Original Research
May 10, 2025
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
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Ten Top S&P 500 Stocks
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
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Ten High G Score Growth Stocks – May...
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
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