…stock is a “Growth-At-a-Reasonable-Price” type of security. By taking the stock’s Price-to-Earnings ratio (P/E) and dividing it by its growth rate, we are able gain an understanding of the value…
Search Results for: value
A Proven Strategy for Disciplined Growth Stock Investing
…value investing works over time. From the actual track records of great investors like Warren Buffett, Mario Gabelli, Bill Ruane and Tom Knapp, who were inspired by value investing techniques…
High-Quality Stocks Won in a Tricky Year for Factor Investing
…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,…
The Biggest Mistake of My Career, And What l Learned From It
…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…
Capitalism is Ruling Without Capital
…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…
Damadoran on the Dilemma of Disruption
…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…
Buffett’s Resolutions for 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…
Excess Returns, Episode 6: The Case Against Value Stocks
…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…
Peter Lynch: You Can’t Beat the Market if You Only Index
…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…
Morningstar Study: Which Investment Factors Work?
…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…