…from optimism to fear, like the last few weeks, are scary when you have an accumulated pile of savings declining in value,” the article notes, “but it also means that…
Search Results for: value
Learning from Buffett and Others During Market Crises
…Verdad, “Making Good Decisions in Uncertain Times” What Drives Long-Term Value? For stock investors, it’s important to remember that most of the value of income producing assets and companies come…
Some Thoughts on Market Panics
…if it is a strategy that is making things worse by underperforming the market like value is now. Those are perfectly normal things. Even those of us who seem robotic…
Excess Returns, Ep. 14: Some Thoughts on the Struggles of Factor Investing in the Past Decade
The long-term evidence to support factor investing is compelling. Academic work has shown that factors like value and momentum have produced an excess return relative to the market over time….
Growth Stock Investing Destroyed by Coronavirus
…a great proportion of today’s valuation tied to “the now-murky first and second quarters of 2020, with a peek into the third quarter.” Renewed appreciation for value stocks: “Lessened will…
Highlights: Buffett’s Annual Letter to Shareholders
…Although he notes that lower rates have led to a drop in float value for the industry, he adds that “Berkshire’s situation is more favorable than that of insurers in…
Berkshire Hathaway and a Buffett-less Future
…that could be “resolved in a post-Buffett era.” Here are some highlights: New leadership could “break up the conglomerate to unlock value—or at least be more amenable to an idea…
The Value Premium is Smaller, but Not Dead
Although the value factor is one of the longest standing for stocks, the value premium has shrunk. This according to a recent article in AAII. The article notes that since…
Five Questions: The Future of Asset Management with Meb Faber
…on, or is it maybe the market in Nigeria or Pakistan or somewhere else that’s probably a lot less efficient where you have some sort of value add? Jack: Moving…
Sixteen Quant Leaders Weigh-In on What Happens Next
…other words, value appears currently quite cheap” and recommends that investors assume a modest tilt toward value. Alfred Spector, CTO of Two Sigma Investments: “I think we’ll see quantitative approaches…play…