…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…
Search Results for: value
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….
Weekly Highlights: Bubble or Not, 5 Key Value Factors, Moats vs. Market Power & Rates vs. Inflation
…featured on the blog for the week ending 4/9/2021. We Might Be in a Bubble, But You Probably Shouldn’t Care The Strengths and Weaknesses of the Major Value Factors (Ep….
Where to Find the Next Leg of Gains if Value Starts Slowing Down
The recent comeback of value stocks has been bolstered by rising interest rates and inflation concerns, but growth could re-emerge as a dominant force “as the easy money in small-cap…
The Strengths and Weaknesses of the Major Value Factors (Ep. 81)
…deviations in performance among value funds. In this episode, we take a look at: One way that value strategies can differ – the metric they use to define value; The…