…new Buffett approaches are types of value investing but they differ in key ways. The early-career Buffet followed the advice of his professor and the father of value investing, Ben…
Search Results for: value
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
…new Buffett approaches are types of value investing but they differ in key ways. The early-career Buffet followed the advice of his professor and the father of value investing, Ben…
Quality Matters for Small Cap Investing
Cheap stocks with higher return on equity and lower leverage have outperformed other small stocks, based on comparing the portfolios of deep value small-cap funds (such as Aegis Value, down…
Value Investing Advice: Take Time Out for “Calm Contemplation”
Value investor and author Guy Spier discusses his philosophy on investing, which includes taking a long term perspective, not reacting to news and pundit predictions and keeping an arm’s length…
High Conviction Buybacks = Superior and Consistent Long Term Returns
…year), but that high conviction share repurchases typically take place when the stocks of the companies present more value (value in this case is defined as a value factor using…
Is it Time for Value Stocks to Shine?
The relative underperformance of value stocks (low P/E, low P/B) stocks could come to an end soon according to this Barron’s piece. While growth stocks typically outperform value in periods…
A Sound Way to Protect Your Assets From a Bear
…companies with the largest market capitalizations and so-called value stocks—those trading for low prices relative to their book values”. See the chart below. Armed with that knowledge, Hulbert suggests that…
Study Shows Risks of a Concentrated Stock Portfolio
…where value was not subsequently recovered (what JP Morgan calls a “catastrophic loss”) and over their full “lifetime” 66% of all individual securities actually underperform the benchmark. The report shows…
Two Investors with Over 120 Years of Combined Experience are Bullish
Mark Hulbert of MarketWatch tapped two long term market veterans – Sam Eisenstadt, former research director at Value Line and Norman Fosback, former president of the Institute for Econometric Research…
Bill Nygren on Value Investing, the Attractiveness of Financials, and Learnings from Different Perspectives
…share value to grow over time. And we’re looking for companies where management is on the same side as shareholders,” he says. Nygren, who is considered a value manager, doesn’t…