…penchant for value stocks, it’s assumed that “he would be looking for well-managed companies that enjoy economic moats which he thinks are undervalued,” Lorraine Tan of Morningstar Asia told Bloomberg….
Search Results for: value
Four Lessons from Guy Spier
…a long-time follower and student of Warren Buffett. His book, the Education of a Value Investor is a best seller and provides a very honest look at his investing journey…
SEC Turns Focus on Earnings Manipulation
…that’s reflected in the price of their stock.” Companies with highly skilled management teams are more likely to use smoothing practices more effectively, adding to the companies value. On the…
Top EM Investor Rajiv Jain Believes Adani Bet Will Return Over 100%
…manipulating their stock-price and fraud, resulting in as much as a $153 billion in market value. But the accusations did not turn off Jain, who believes the company’s assets are…
Enduring Investing and Life Lessons with Guy Spier
In this episode, we speak with Guy Spier. Guy has built a very successful long-term track record as a value investor, but the lessons we can learn from him go…
The Long and Short of Factor Investing
…from. Here is a brief overview. Value Premium The value premium, as identified by Fama and French (1992), is the outperformance of value stocks (high book-to-market ratio) over growth stocks…
Beat The Market With Boring Stocks
…to the “value spread”—the cheapness of value stocks in relation to growth stocks—as reason to buy, it was also easy to see why clients shied away. Of course, all investment…
Banks Are Still Bargains To Some Investors
…be fully paid upon maturity, allowing banks to borrow them from the Fed at face value. Indeed, some managers are now buying up regional bank bonds, such as Ryan Jungk…
Last Year’s Deal A Coup For Berkshire Hathaway
A year ago, Berkshire Hathaway purchased insurer Alleghany for $11.6 billion—1.26 times book value and 12 times projected 2022 earnings. Given that insurance stocks have rallied since the date of…
Value Stocks Rally After Brutal Stretch
…Today That margin was the most outperformance of growth over value since 2001, with value dragged down even further by plummeting bank stocks while tech stocks drove growth higher. Investors…