…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…
Search Results for: value
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.”…
An Investment Manager’s Perspective: Does Value Investing Still Work?
…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…
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…