…Value Investing is Back! Or is it? Lessons From Warren Buffett’s 2021 Annual Letter (Ep. 75) How Most Value Managers are Getting it All Wrong “Charging Bull” Sculptor Remembered https://youtu.be/ZmqttnaB68Y…
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Berkshire’s $25 Billion in Buybacks Defended by Buffett
In his annual letter to Berkshire Hathaway shareholders, Warren Buffett defended the firm’s bigger-than-usual share buybacks (of nearly $25 billion) by noting that they boost intrinsic value for shareholders while…
Value Investing is Back! Or is it?
…has almost tripled its returns. Invesco S&P SmallCap 600 Pure Value ETF (RZV), Avantis U.S. Small Cap Value ETF (AVUV), Vanguard U.S. Value Factor ETF ETF Shares (VFVA) vs. S&P…
Lessons From Warren Buffett's 2021 Annual Letter (Ep. 75)
…approach differs from most other conglomerates; Buybacks and Berkshire’s four jewels and drivers of value; Buffett’s consistent messaging over time and his view of never betting against America. A few…
Momentum Strategy and How to Temper It
…points, “leadership among stocks or market segments shifts and the past is no longer prologue.” Relative performance of Value: When value strategies are working well, momentum tends to struggle. According…
Weekly Highlights: Is Ark a Systemic Risk?, Bitcoin Matures & Why Everyone Needs A Charlie Munger
…Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou (Ep. 73) Bitcoin Grows Up Every Investor Needs a Charlie Munger Ark CEO Cathie Wood Talks ‘Deep Value’…
The Dollar Will Lose More Value
An article in Chief Investment Officer from last December predicts that the “slumping dollar can expect to drop some more—a lot more, actually.” The article cites comments from a Citigroup…
How Most Value Managers are Getting it All Wrong
…the value strategy and how the underlying concept needs some tweaking. Here are some key takeaways from the interview: “So much of value is intangible,” according to Resendes, who says…
Bitcoin Grows Up
…the current market value of Bitcoin relative to the value of other assets. In the U.S. stock market only a handful of the most valuable companies are worth more than…
Long-Term Wins Possible in Large-Cap Value Stocks
…that Identifying as a large-cap value investor these days “takes a lot courage…or a naivete,” and adds, “one of the most important ingredients of a successful investment plan is patience….