…be a value investor. Here are some highlights from their comments: As to whether value investing is dead, Pzena rebutted, “Value is not low price-to-book. That’s a factor. Value is…
Search Results for: value
Weekly Highlights: Avoiding Value Traps, Understanding Bubbles and How Algos Beats Humans in ESG
…featured on the blog for the week ending 4/23/2021. The Posts We Discuss: The Challenges of Avoiding Value Traps – And Some Criteria That Might Help The Three Keys to…
Value Investing: There’s More to It Than Low Prices
A recent Morningstar article warns value investors not to overlook profitability, citing Warren Buffett’s advice to purchase good businesses at fair prices rather than weak businesses at bargain prices. “Betting…
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
…that I was criticizing that fact or suggesting that the value rally is less legitimate as a result. But in reality, I don’t think that at all. Deep value investing…
Review of ‘Investing with Keynes’
…than “exchange values.” The article notes how the book draws a “clear intellectual line from Keynes to Benjamin Graham, the evangelist of value investing, and to Mr. Buffett and his…
Stifel’s Barry Banister on Value versus Growth
…his comments: “We like value over growth for a cyclical recovery.” Banister said Stifel expects value to outperform growth by 40% cumulatively through 2024. He favors financials as they represent…
Oakmark’s Coniaris on Valuations and Strategy
…below intrinsic value.” But since the stock reached Oakmark’s expected value within minutes after the IPO opened in the market, he said they sold it, “just as a discipline.” According…
The Explosion of SPACs -- Should You Care?
…for buying a business, typically a private entity, and maximizing value for shareholders. SPACs are considered more speculative investments by the SEC and therefore don’t carry the same disclosure requirements…
Buffett Soured on Banks at Potentially the Wrong Time
…also bailed out of $6 billion in airline stocks. Four of the major carriers, it reports, have since nearly doubled in value. Before its sale of bank stocks last year,…
The Changing Nature of Momentum Investing (Ep. 82)
…that momentum doesn’t care about growth. It doesn’t care about value either. It also doesn’t care about quality. All it cares about is that a stock’s price has gone up….