Has star value manager Seth Klarman found the secret to investing successfully in the growth-crazed biotech industry? Andrew Feinberg says the answer is a “qualified yes.” “Klarman was prescient in…
Search Results for: value
Thaler On What Investors Can Learn From The NFL Draft
…can learn a lot from each other. Thaler, who wrote the piece with Raife Giovinazzo, says that there is a similarity in a way that investors overvalue popular “glamour” stocks…
Why Decades-Old Strategies Still Beat The Market Today
…Graham, the ‘Father of Value Investing’ and Warren Buffett’s mentor. I recently read a piece contending that Graham’s approaches can’t work in today’s environment because times are so different from…
What Buffett Learned From Ben Graham
…as “The Father of Value Investing”. “Warren Buffett spent his late teens consuming as many books on stocks and investing as possible,” writes Feloni. “When he picked up a copy…
The Value Of Microsoft and "Old Tech" Plays
…value by more than 29,000 per cent since its 1980 IPO, is equivalent to finding a needle in 10 hay stacks. Ask around – do you know anyone who invested…
Top Fund Manager On "Colossally Artificial" Markets
In a couple of rare interviews, top stock-picker Joel Tillinghast recently said that he thinks markets have gotten “colossally artificial”, and that he’s finding more value opportunities overseas than in…
What Does Tobin's Q Really Mean?
…ratio compares the total value of the stock market to the cost of replacing the underlying assets of all companies in the market. Today, it’s higher than any time other…
Herro: There's Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders,…
What Makes Buffett So Good
…driven by the mood swings of investors rather than by the value of the underlying businesses; and investing is worthwhile only when value exceeds price by an amount great enough…
Reese On Why So Few Can Follow Lynch & Buffett's Approaches
…approach of a different investing great, work. In particular, he examines his market-beating Benjamin Graham-inspired model, which is based on the approach that “The Father of Value Investing” laid out…