…“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…
Search Results for: value
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…
Vaccine a “Game-Changer,” According to JPMorgan
…According to the article, the strategists believe that global value stocks should enjoy a period of long-term outperformance once the vaccine arrives, leading them to prefer non-U.S. shares over their…
In a Turbulent Year, Active Managers Struggle to Prove Their Worth
Although traditional money managers have long argued that they would prove their value in the next downturn, it looks like 2020 will “end up as another muddled year for active…
Do Analyst Recommendations Add Value? Maybe
…a crisis. “Whatever the answer,” the article concludes, “the study suggests that investors may want to rethink the conventional wisdom on analyst recommendations. They may add some value after all.”…