…business’s expectations regarding what might happen. “This isn’t unlike the world of investing,” he says, because “expectations are often what drive investor behavior and, subsequently, shifts in share value.” Reese…
Search Results for: value
Value Investors Must Accept Stretches of Underperformance
…investors, the article says. Both Israel and Watts argued that combining other factors with a value approach can “prevent investors from falling into value traps.” According to Research Affiliates’ John…
Fundamental-Based Investing and Five Stock Picks
…others fear: Similar to Buffett’s penchant for buying when there is “blood on the street and value in the market,” writes Reese. Be indispensable: Reese compares this to Buffett and…
Columbia's Bruce Greenwald on Value Investing
When Columbia professor Bruce Greenwald first arrived at the university, value investing wasn’t terribly popular, but he was convinced it was a much better approach. This according to a recent…
Gundlach Says Go Long Emerging Markets
…explained he isn’t predicting that the S&P 500 will fall, but suggested that “this year’s bet is a relative value play,” the article says. He emphasized, however, that investors have…
Buffett Says Berkshire Stock Will Rise After He Dies
…a good Wall Street story.” Buffett said, however, that if the stock were to lose value, Berkshire’s board would consider buying back shares if it were in the best interest…
Value Indexing: Don’t Chase Performance
…based on fundamental metrics such as book value and sales rather than market capitalization. West shared insights concerning the motivation behind the process and how it comprises a value approach:…
Buffett Has Sold Large Portion of IBM Stock
…to drive growth. According to the article, Buffett said “I don’t value IBM the same way I did six years ago when I started buying.” While the Oracle of Omaha…
Secrets from the Richest Man in History
…he could access large sums of money in short order and, while they didn’t like his terms, they “couldn’t live without him.” Know the facts. Fugger “understood the value of…
The Math of Stock Picking Works Against Active Managers
…of a bag of poker chips: “Say you have five poker chips, four worth $10 and one worth $100. The five chips have an average value of $28, but what…