…for growth investors, as they often think growth will continue indefinitely and don’t consider valuation. For value investors, buying is often the most difficult part because they can get caught…
Search Results for: value
What’s Wrong With Negative Yields?
…of wealth transfer changes the calculus of finance, where investment requires returns. Hence, a negatively yielding bond disrupts a fundamental principle: the time value of money. Bhansali says his perspective…
Where Firms With $3 Trillion Are Putting Their Money
…a sustained inflation increase, and they are readying their portfolios for that, planning to allocate stocks across value and quality-type strategies. The fund recently bought stakes in a wind farm…
Mr. Market: Take A Second Bite At Value Stocks
…I Miss The Value Turn?” Taking the traditional definition of value as just buying the stocks with the lowest price-to-book multiples, value has wildly underperformed growth in recent years and…
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will…
A Look at the Different Approaches to Factor Timing
…article. Value became cheap well before it showed any significant outperformance (and its underperformance still dwarfs the bounceback). Although value investors saw strong results in the wake of the latest…
Soros Fund Reveals Stake In Bitcoin
…value of over $2 trillion and over 200 million users. In recent days, bitcoin has rallied, jumping about 10% despite the persistent threat of regulatory crackdowns from governments across the…
Investors Should Look Harder At Expectations
…value is most important, in order to develop scenarios of probable outcomes. Lastly, compare the expected value to the stock price in order to make an informed decision to sell…
Charlie Munger's Real Estate Bet Began With A Bible
…complexes whose values later soared. The investment partnership is profiled in an article in Bloomberg. Munger, 97, is best known as Warren Buffet’s longtime business partner. When 17-year-old Avi Mayer…
What is Your Investment Edge?
…not to accept an investment edge at face value. We need to create a hypothesis as to why it might improve our results. We can never be certain, but unless…