The head of CalSTRS, the second-largest public pension fund, said in a recent interview with CNBC that active managers rarely add value after fees. Here is a summary of comments…
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Put Down the Dividends – And Slowly Walk Away
…“Dividend Investing: A Value Tilt in Disguise?”. He examined the excess returns of high yield stocks and found that value was a significant positive contributor. But once value was stripped…
Grantham on the “Fantasy Trip” of Meme Investing
…are extremely low, the traditional 60/40 portfolio allocation is “particularly dangerous.” Instead, he reportedly recommends combining value stocks and emerging-market equities, which he considers cheap and offering the potential of…
Facebook and Alphabet Up as Apple and Netflix Fade
…amid news that the Covid-19 vaccine was progressing, at which time value stocks began a month-long rally. Get Full Access to VALIDEA Today Invest Using Proven Quantitative Strategies – Risk-Free…
Stanley Druckenmiller Insights on the Market and Its Greatest Investors
…said, he believes that today’s growth stocks will be able to grow into these valuations within 3 to 4 years. Potential for strong value comeback: As the economy reopens, says…
What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts
…He explained why factors like value can eventually become victims of their own popularity. https://www.youtube.com/watch?v=mOhWTI06V2U 4 – Intrinsic Value Investing In addition to challenging our belief in value, another thing…
Capitalism and Value Investing
Although value investors have been “on the wrong side of exuberant financial markets for more than a decade,” both the value and growth approach are necessary in a capitalist economy….
Buffett’s Favorite Writer on the Value-Growth Quandary
…‘circumscribe investing as thoroughly as [has] been done.’” He referenced Warren Buffett who, he argued, most consider as the “paragon” of value investing but who himself “does not circumscribe value…
The Most Ignored Investing Premium
…premium will not exist. Value investors accept that risk when they try to take advantage of it. In addition to that, even if there is a value premium going forward,…
GMO’s Ben Inker on Where He Spots Value
Although GMO’s founder Jeremy Grantham began the year by saying U.S. equities were in a bubble, the firm does see a few pockets of value, says its head of asset…