In a recent interview with CNBC, Oakmark’s Bill Nygren shared his insights on today’s market environment and where investors may find value. “Part of being a value investor,” Nygren said,…
Search Results for: value
Seven Lessons from Mr. Market in 2020
…biggest value multiplier effect (or those that have performed best historically when value has been outperforming). It confirms a few things for me when it comes to value investing, which…
Jeremy Siegel: Bull Market for Stocks in 2021
…emerging markets due to their “dollar indebtedness.” Siegel contends value stocks will benefit from investors’ search for yield: “I believe value will outperform growth stocks in 2021.” He added his…
Value Investing Still Works and Here’s Why
…“Value investing is buying something for less than it is worth. The value factor is an ersatz measure of gaps between price and value.” “Earnings and book value are losing…
Interview: Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche
…the role inflation plays in the value/growth dynamic. Watch, Listen or Stream on YouTube or your Favorite Podcast Platform Watch/Listen Time: 52 Minutes https://youtu.be/fh5sDAZMD4E More on Cullen, his research and…
Five Lessons from Our Most Downloaded Podcasts of 2020
…Strategy I have always been a believer in value composites. I like the idea of not betting on any individual value factor and spreading my bets. You won’t do as…
Historical Value Performance in Recessions and Recoveries A Guide to Future?
The poor performance of value in recent years has led many investors to abandon the strategy, but “observers of market history know that value has faced similar death sentences previously,…
Room to Run for Tech Shares, Says $507 Billion Fund
…“value” companies with strong fundamentals and those rising purely on vaccine expectations: “Get back into value when you believe the assets can generate enough earnings,” he said, adding, “otherwise go…
Ten Amazing Facts On Tesla As It Zooms Into The S&P 500
…would still be bigger from a market cap perspective. Tesla’s increase in market value this year alone, from roughly $75B at the end of 2019 to approximately $550B today (so…
Liberty Media’s John Malone is Buying Hard Assets
…in value due to currency devaluation. Malone said, “We have survived this [crisis] because of enormous fiscal and monetary stimulus,” adding, “I have to believe that this will lead to…