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Search Results for: value

Benjamin Graham: Quantifying The Father of Value Investing

April 4, 2024

…Some key aspects of his approach: Intrinsic Value: Graham sought to calculate a firm’s intrinsic value based on measurable factors like assets, earnings, and dividends. He then only bought when…

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Beyond Dividend Yield: The Power of Shareholder Yield

April 3, 2024

…company’s ability to return cash to its shareholders. It takes into account not only the dividends paid out to shareholders but also the value of share buybacks and debt reduction….

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The Quality Factor: Benefits of Investing in High Quality Stocks

April 1, 2024

…premium valuations, so investors need to be disciplined about not overpaying. Incorporating some element of value (e.g. free cash flow yield) into a quality-focused approach can help mitigate this risk….

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Value Investing, Inflation and Expected Returns with Rob Arnott

March 28, 2024

In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing,…

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The Enduring Appeal of Dividend Aristocrats

March 26, 2024

…value to shareholders in the form of consistent and increasing dividends. This group comprises firms that have not only paid but also increased their base dividend for at least 25…

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Eight Fundamental Reasons Warren Buffett Should Still Like Apple

March 25, 2024

…Retained Earnings: The analysis of how Apple’s management has utilized retained earnings shows a commendable 15.9% return, evidencing effective capital allocation that benefits shareholders, a quality Buffett highly values. Share…

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Justin & Jack on the The Acquirers Podcast

January 31, 2024

Justin & Jack join Tobias Carlisle on The Acquirers Podcast | Value After Hours. They discuss the models on Validea, to International investing, Value, factors (value, momentum) and their effectiveness…

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Microcap Funds Could Offer Big Returns in 2024

January 18, 2024

…microcaps make up more than half the fund, has outperformed the majority of its Small Value fund category peers for the last decade. The Wasatch Micro Cap Value fund is…

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Lessons from Launching (and Shutting Down) a Small-Cap Value ETF

January 15, 2024

In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look…

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High Conviction Value Investing with Chris Davis

January 11, 2024

In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor…

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