In his annual letter to clients, top value investor Whitney Tilson says he is getting back to basics now that he is managing money on his own. “I truly believe…
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Berkowitz Expects AIG, BOA To Quadruple in 5-7 Years
Top fund manager Bruce Berkowitz says he believes financials like AIG and Bank of America remain the best value opportunities in the market right now, even though they jumped sharply…
Beating The Market With Simplicity -- And Discipline
…simple, common sense investment theory. As Greenblatt explains, the two-step formula is designed to buy stock in good companies at bargain prices — something that other great value investors, like…
Shiller Talks Equity Valuations
…earnings over the past decade as a way to value stocks. “The lower CAPE is, as it gradually gets lower, you gradually move more and more in. So taking that…
Simple Advice From An Investing Legend
…volatility of the stock market, which could be higher than usual in the coming years “given the mess that we have in our financial system.” He says the true value…
Using the PEG Ratio to Find Solid Small-Caps
In his latest Forbes column, newsletter guru Jim Oberweis discusses the value of using the P/E-to-Growth ratio to pick stocks. “As a small-cap growth investor I look for outstanding businesses…
Model That Predicted Rebound Now Sees Slightly Subpar Returns Ahead
…According to MarketWatch’s Mark Hulbert, Robertson’s model is based on the projections of Value Line analysts regarding the total returns that 1,700 widely followed stocks will produce over the next…
Lessons from Warren and Charlie
Value investor Mohnish Pabrai has gotten the chance to do what few other investors have: Eat lunch with investing legends Warren Buffett and Charlie Munger. What did he learn from…
The Lynch Approach: Growth, at a Reasonable Price
…investing, which blends growth and value tenets. While some categorize Lynch as a growth investor because his favorite type of stocks were “fast-growers” — those growing earnings per share at…
Small, Illiquid, and Cheap: A Winning Combo
…the size of their holdings, growth/value characteristics, and liquidity. The study found that value funds outperformed growth funds by an average of 80 basis points annually, Rothery notes, while funds…