…1926 through 2012, cash actually lost value, returning -0.8% after taxes and inflation. “To be clear, I’m not saying that cash is bad thing,” Reese says. “Most investors should probably…
Search Results for: value
Herro: Microeconomics the Key to Growth
…we find are the low equity market valuations globally,” Herro writes. “Recall that the core of our investment philosophy is the notion that value is a function of the present…
Ritholtz: Shut off the TV and Think Long Term
…readers will tell you, I doubt anyone’s perspectives on these issues are of any value whatsoever.” Ritholtz says what’s of value is looking at the present, and trying to put…
Here, There, and Everywhere -- Value Wins
Think value is overrated? Think again. In a recently released Swiss Finance Institute Research Paper, Nilufer Caliskan and Thorsten Hens of the University of Zurich looked at value and growth…
For Whitman, Value Still Rules
Value investing legend Marty Whitman built his reputation by buying down-and-out stocks. And today, he says he still believes that’s the way to go. “You’re trying to figure out what…
OSAM: How To Win In Emerging Markets
…top decile based on dividend yield outperformed by 1.3%, while those in the top decile based on OSAM’s Value Composite outperformed by 4.7%. In other developed markets, the outperformance was…
Reese On The "Brady Bunch Market"
In his latest column for MSN’s Top Stocks, Validea CEO John Reese says there is a “Brady Bunch” dynamic developing among value stocks. “If you’re a fan of the classic…
The Graham-Based Strategy: 300%+ Returns Since '03
…And Buffett was far from alone. Known as “The Father of Value Investing”, Graham inspired a number of famous “sons” — Mario Gabelli, John Neff, John Templeton, and, most famously,…
Sonders On How The Market Keeps Rising
…consistent reliance on fixed-income securities, but with yields low (and falling) in many countries, keeping all reserves in fixed income risks a declining value of reserves.” In addition, Sonders says…
To Buffett, Growth Is Value
…seem to differentiate much between growth and value. ‘Market commentators and investment managers who glibly refer to ‘growth’ and ‘value’ styles as contrasting approaches to investment are displaying their ignorance,…