…in which investors ignored value and rationality in favor of supposed new paradigms. And without fail those paradigms are proven illusory, as Buffett explains: Of course, there are plenty of…
Search Results for: value
Siegel Talks Fair Market Value
Wharton Professor Jeremy Siegel says he thinks fair market value of the Dow Jones Industrial Average is about 20,000, meaning that the index is close to 10% undervalued right now….
Buffett's Three Investing Tips For You (and LeBron)
…own native language to really evaluate businesses.” Buffett also talks about why the idea that growth and value are opposites is bunk, and — in response to a question from…
A Ted Williams Approach To Value Investing
In his latest piece for Forbes.com, Validea CEO John Reese looks at how investors can learn from legendary Red Sox star Ted Williams. Reese talks about Williams’ highly disciplined hitting…
Eveillard On Graham, Buffett, And Why Value Investing Isn't Just A Bottom-Up Approach Anymore
…the value spectrum. Eveillard says that on one side of the value spectrum is Graham, who used a deep value approach that involved looking for firms whose adjusted book values…
To Beat Your Biases, Read Kahneman
…than the pleasure they feel from a gain of equal value. Most studies suggest that losses are twice as powerful, psychologically, as gains.” Because of that, investors have “an exaggerated…
Grantham & Inker on Oil and Stocks
…prices — and where they are headed. Inker talks in-depth about the relationship between GDP growth, value, and stock performance. “It is probably a pretty accurate statement to say that…
Goldman's Kostin: Think US-Focused Value Plays
…to own value, and value over time tends to outperform,” Kostin said in an interview with “Squawk on the Street” on CNBC. He added that firms like AIG, General Motors,…
The Best Sector For The Long Haul Isn't What You Might Think
…see which have performed best over the long haul. Some of the top performers he found became the basis of the models that drive my Growth/Value Investor portfolio. O’Shaughnessy also…
The Small-Cap Effect Lives -- With A Twist
…risk and stability of earnings, and high payout and a conservative investment policy. “Among stocks of similar quality, those with the smallest market value historically have significantly outperformed the largest”…