A Barron’s article from July outlines an interview with Charles De Vaulx of International Value Advisers (IVA) in which the fund manager offers insights on various topics related to the…
Search Results for: value
Will Factor Investing Kill Hedge Funds?
…a brief history of factor investing, going back to the 1992 paper published by Eugene Fama and Kenneth French) and outlines some of the defining factors used (i.e. value, momentum,…
Validea's Most Read Posts
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Dangers of Headline Investing [2] Value Investing Strategies with Good Outcomes [3]…
Value Investing Strategies with Good Outcomes
…names with low ratios of: price-earnings price-book value price-tangible book value price-sales price-cash flow price-free cash flow enterprise value-EBITDA The article reports, “The value portfolios won in each and every…
The Dangers of Headline Investing
…cash flows that determine the value of publicly traded businesses, and those things will also affect the market. But even with political situations that affect the market, trying to invest…
Financial Reporting for the Digital Age
A recent article in the Harvard Business Review discusses the need for financial statements to capture the value of modern tech companies, sharing insights on the subject that were gathered…
FOMO Drives Stocks
…data for patients with Alzheimer’s disease. All of a sudden, what had been a value stock became a compelling growth story, and Wall Street didn’t want to be left behind.”…
Bill Ackman's Possible Comeback and How Investors Could Benefit
…in Barron’s. Ackman’s publicly traded investment vehicle Pershing Square Holdings, the article reports, has gained more than 20% in asset value since March and, through July 10th, and was up…
Most Viewed Posts on Validea
…Investor” [2] Bill Miller on Value Investors’ Biggest Mistake [3] Buffett Winding Down Derivatives [4] Jeremy Siegel on the Business Cycle ——- Photo: Copyright: arcady31 / 123RF Stock Photo …
Investors Flee from a Hedge Fund Star
…of growth over value.” Nor has he endeared himself to investors with his tight-lipped investing style. When returns were good, investors put up with Einhorn’s “quirks”, the article says, but…