While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is…
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The Greenblatt Approach: How Simplicity and Common Sense Beat the Market
…that other great value investors, like Warren Buffett, Benjamin Graham, and John Neff also did. The return on capital variable accomplishes the first part of that goal (buying good companies),…
Nygren: Equity Returns Likely to "Dominate" Fixed Income Returns
In his third-quarter commentary, top value fund manager Bill Nygren says equities are “highly likely to dominate returns” from fixed income investments. “We continue to believe that equities are attractively…
Baron Says Stocks Are "Unbelievably Cheap"
…discusses the importance of investing in firms with economic “moats”, the value he puts on strong management, and the need to think long term. Baron, who keys on smaller- and…
Where Tilson's Looking in Fourth Quarter
Top value investor Whitney Tilson recently discussed some of his top picks for the fourth quarter with CNBC. Among his favorites: payroll processing firm ADP….
Global Value Picks Buffett, Graham & Lynch Might Like
…value investors. “A double-dip recession, tax hikes, a U.S. budget crisis, a European debt contagion — these are just a few of the fears now dogging investors, many of whom…
Winters Finding Value Around The Globe
Top value manager David Winters says he sees a bright future for the world, and sees “lots of undervalued securities” right now. He also says a key, overlooked economic indicator…
Top Manager Looks for Graham-Like Stocks
…a company’s acquisition value, or by estimating the collateral value of its assets and/or cash flow.” Spears, Barron’s says, uses such metrics as low price-to-book ratios, low price-to-earnings ratios, low…
Study: Biases -- Not Risk -- Are Behind Value's Outperformance
…overoptimism, overreaction and anchoring are responsible for value stocks’ outperformance of glamour stocks. “Brandes concludes investors in value stocks proceed from overreaction to revision to sentiment shift and multiple expansion,”…
The Piotroski Strategy: How an Accountant Beats the Market
…the type of unpopular stocks whose book values (total assets minus total liabilities) were high compared to the value investors ascribed to them (their share price multiplied by their number…