…For a fund that dropped 27% in January alone and lost half its value over the last 12 months, that’s a pretty big vote of confidence. But ARK Innovation and…
Search Results for: value
Some Thoughts on the Recent Market Decline
…decline. We discuss the varying performance from value, the carnage in the growth space, the importance of discount rates and the impact of the decline on value and growth spreads. …
Jeremy Grantham: A Scarier Prediction Than Crash
Be prepared for a future of inflation, slowed growth, and labor shortages, well-known value investor Jeremy Grantham told Bloomberg in an interview recapped by Yahoo! Finance. Grantham claims the “Goldilocks”…
Observations From The Recent Market Decline
…growth companies that are being re-valued now won’t generate any cash flows for years. Their value lies well into the future, which makes that value very dependent on the discount…
Jeremy Grantham: Tesla Is A Bubble
In an interview with Bloomberg Television’s “Wall Street Week,” Jeremy Grantham proclaims that while Tesla has done extremely well, it is a bubble. The co-founder of GMO and value investing…
Revisiting The Five-Factor Model
…plunge in valuations of value stocks, as well as the HML book-value-to-price definition not correctly accounting for intangible assets. The trajectory of the CMA factor echoes the HML. Initially, buying…
Quant Pioneer Asness Says It’s Too Early To Gloat
…market is finally catching up to his belief that the value trade is worthwhile. But value only really started recovering in late 2020 in the wake of the Covid vaccine…
Investors Should Add Value & International Stocks in 2022
…had an amazing run for the last 10 years, investors will need to bring value and international stocks into their portfolios, Vanguard senior economist Andrew Patterson said, with the firm…
Six Hidden Investment Research Tools on Validea You Can Use For Free
…market using the other tools and resources on Validea. For instance, as of this writing value stocks, especially small cap value stocks and non-U.S. value stocks, look very inexpensive relative…
Blackstone’s Ten Surprises Of 2022
…a greater than 50% chance of happening. Here is their list for 2022: Value will outperform growth: the S&P 500 won’t make progress this year because of strong earnings clashing…