…against you, will impact the result you get. As an example, consider a manager who launched a value-based fund in 2007. Despite the fact that value has outperformed the market…
Search Results for: value
Buying a House, the Wall Street Way
…also attempts to measure qualitative aspects and uses algorithms to predict future value.” The program then scans listing photos and property descriptions for key words. “Several factors go into predicting…
Alignment of Investing Styles Not Necessarily Bad Omen
An article by Bloomberg columnist Nir Kaissar argues that the occasional correlation of investment styles or factors—citing value and momentum as examples—isn’t a good predictor of a downturn. The article…
Why Every Investor Should Join Twitter
…Confirmation Bias If you are a value investor, you are likely surrounded by other value investors. That means that you typically hear confirmation of your core belief that value stocks…
Active Managers Not Beating Indexes
According to an article in Bloomberg, “fewer stock pickers are beating their indexes, with value managers among the worst performers.” The article cites a Morningstar report (that examined results of…
Discipline is Key to Investing Success
…along with patience and conviction in one’s business strategies. AQR’s research revealed that the Berkshire CEO has relied on three distinct factors throughout his career: “value, quality and limited risk.”…
Beware of Binary Market Indicators
…sign for the market, but it offers no value in predicting what will happen in the short-term. Nick Maggiulli of Ritholtz Wealth Management wrote an excellent post on this topic….
Morgan Stanley Strategist Stays Bearish
…moved “decidedly more defensive and value is showing more persistent performance versus growth.” He added that this, along with “weak breadth and underperformance in former tech leaders” are examples of…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Challenges of Market Cycle Timing [2] How to Find Value in a…
When Better Profit Margins Aren't Better
A recent article by McKinsey & Company argues that there are times when cost cutting and higher prices can hinder a company’s growth and harm its value. Offering several examples,…