…their money back,” the article argues. The 13-year value drought, says Aronson, “made value investors look like idiots.” Even if the value tide is on the cusp of turning, he…
Search Results for: value
Zweig on the Stock Market: Bubble or Fire?
…technology-heavy Nasdaq collapsed in 2000, the broader S&P 500 also tumbled.” He concludes by noting that recently, smaller and cheaper “value” stocks have begun showing signs of recovery which, “could…
The Assets We Can’t See
…reasonable value, or if it allows companies to present an inflated picture of their business and its value. University of Toronto Professor Partha Mohanram made this case when he appeared…
Is Value Investing Dead? (Ep. 56)
Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods…
Bill Ackman is Hedging the Pandemic Again
…bonds to insure against issuer defaults, the article explained. The value of those hedges surged to $2.6 billion after the pandemic increased the potential for corporate defaults, the article said,…
If Not Now, When Will Value Return?
…from the article: The article argues that value is a “timeless and logical approach” to estimating the long-term value of a business that involves buying stocks “when their share prices…
Knowledge Mining in the Market’s Past Returns
…basic materials and real estate sectors combined. Said another way, Microsoft is being valued more than the value of hundreds of other companies and more than multiple sectors combined. The…
Stocks are Fundamentally Changed When Split
…increase:” Spreads: improved by 22%, with 89% of stocks seeing better spreads. Liquidity: Value traded increased 18%, with 70% of stocks seeing better liquidity. Intraday volatility: reduced 3%, with 66% of stocks…
Four Things Buffett Does Most Investors Couldn’t or Shouldn’t Do
…Ben Graham style value investor, looking for stocks that were cheap based on their assets. But this deep value approach was limited, both in terms of its scalability and the…
A Winning Mid-Cap Fund Using Buffett’s Strategy
…businesses with good cash flows. Eisinger explains: “Over time, we’ve realized, especially in the mid-cap space, the value of paying up for a great business and watching that free cash…