…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…
Search Results for: value
Justin & Jack on the The Acquirers Podcast
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…
Microcap Funds Could Offer Big Returns in 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…
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
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…
High Conviction Value Investing with Chris Davis
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…
Gold Prices Could Continue To Climb For The Next Decade
Gold has long been considered a safe haven during volatile times, especially by “goldbugs” who love the asset for its history and intrinsic value—despite the fact that gold doesn’t offer…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Value, Momentum and Launching ETFs with Wes Gray
…issues related to factor investing including the struggles of value in the past decade, how to tell when a factor no longer works, the evolution of his strategies over time…
Dividend ETF Trade Misfires
…a “value bias” to dividend strategies and this year was a “growth market.” Indeed, half of the SPDR S&P Dividend fund is tied up in consumer staples, healthcare, and utilities—three…
For 20 Years, Momentum Investing Has Struggled
…investment. Large-cap growth was compared only to other large-cap growth funds, small-cap value to other small-cap value funds, etc. That allowed some funds that had gotten low ratings to move…