…value investors are frantic for answers,” Kaissar concludes, adding, “and there’s no shortage of smart-sounding explanations for value’s disappearance. But how plausible are they? And more important, will value ever…
Search Results for: value
Guru Investor Blog Weekly Highlights: 01/29/2021
…featured on the blog for the week ending 1/29/2020. The Posts We Discuss: Where’s the Beef? Where’s the Value? Replicating Private Equity in Public Markets with Verdad’s Brian Chingono (Ep….
The Impact of Intangible Assets on Value Investing (Ep. 68)
…today rely on assets like technology, brand value, and patents to power their businesses. In this episode, we look at the impact of intangible assets on value investing and investment…
Ariel’s Charlie Bobrinskoy on Value vs. Growth Outlook for 2021
…“be good for value,” he said, adding that inflation and higher interest rates will “be bad for growth stocks.” “Value is only just starting its outperformance,” according to Bobrinskoy. The…
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67)
…for value stocks and whether bond upgrades and downgrades can be predicted via machine learning. We hope you enjoy the discussion. Watch, Listen or Stream on YouTube or your Favorite…
Where’s the Beef? Where’s the Value?
…/ GDP (i.e. the Buffett indicator), Enterprise Value to Sales, Enterprise Value to EBITDA and the Forward P/E are all basically pinged at the 100th percentile in terms of their…
Examining the Arguments Against Value Investing
…value, has many value investors, including us, thinking we may have finally reached the turning point. And market experts have also jumped on the value train, with many predicting a…
Guru Investor Blog Weekly Highlights: 01/22/2021
…latest Excess Returns podcast on dividends, as well as top research pieces including Rob Arnott’s piece on the opportunity in value stocks and why most investors should ignore those year-end…
Shopping for Funds: Is Cheaper Really Better?
…add value in excess of their costs.” So, what’s an investor to do? According to the article, if they are able to determine the skill level of an active, then…
Why Value Investing has a Brighter Future
…favorable for value investing.” The article outlines the following three scenarios that could favor the value investor: Post-coronavirus economic recovery as a driver to cyclical stock performance: As the country…