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Search Results for: value

High-Quality Stocks Won in a Tricky Year for Factor Investing

January 17, 2020

…investors to low-volatility strategies. Value stocks “crashed hard.” In July, the Fed took a “dovish stand and reduced the target interest rate” for the first time since the financial crisis,…

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The Biggest Mistake of My Career, And What l Learned From It

January 15, 2020

…struggles of small-cap value. When the day was over, we felt good about how things went. We didn’t hear from them again until that day in October. When we arrived…

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Capitalism is Ruling Without Capital

January 15, 2020

…have negative tangible book value, meaning that their tangible assets aren’t worth enough to repay all their debt,” the article says, comparing the situation to twenty years ago when this…

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Damadoran on the Dilemma of Disruption

January 15, 2020

…the narrative into value drivers—each part should “have a place in your numbers and each number should be backed up by a portion of your story.” Connect the value drivers…

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Buffett’s Resolutions for 2020

January 15, 2020

…a big acquisition worthy of some of Berkshire’s $128 billion in cash reserves, he has yet to find a good value. The article reports that his last “elephant” deal was…

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Excess Returns, Episode 6: The Case Against Value Stocks

January 13, 2020

…belief in value investing and discuss some of the reasons why we could be wrong. We discuss the following arguments against value: [1] The World is Different [2] Too Many…

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Peter Lynch: You Can’t Beat the Market if You Only Index

January 13, 2020

…that most indexes weight stocks by market value, leaning toward those that have already done well. ETFs are for those “who don’t have time to do the research.” While not…

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Morningstar Study: Which Investment Factors Work?

January 9, 2020

…currency, the benefit from quality “all but disappears.” Style: “Of all investment factors,” the article reports, “style has been the biggest dud.” Although it notes that value investing is “typically…

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Ang Warns About Value

January 9, 2020

…too excited about this. We all want to believe it’s time for value again, but our model says to be more cautious—we have increased our weight to value, but we…

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Oakmark’s Bill Nygren Says Google and Netflix are Value Stocks

January 9, 2020

A recent Barron’s article shares insights from an interview with the Oakmark Select fund manager and value investor Bill Nygren regarding “the perils of value investing.” Here are highlights from…

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