…in the conventional strategy, and in most years were substantially higher. The article notes the following implications for value investors: “Cookie-cutter” value funds, that “simply stick to an old accounting-based…
Search Results for: value
In Appreciation of Warren Buffett
…leaders, describing him as “a study in the logic and discipline of understanding future value.” According to the article, Buffett and his firm Berkshire Hathaway have “earned millions of dollars…
Gold Prices Hitting New Heights: A Guide to the Market
…investors believe that it will hold its value if stock prices fall. The depreciation of the dollar also increases the appeal of gold: “Buyers outside the U.S. are willing to…
The Different Shades of Active Management
…sales, which allows companies to be weighted more based on their economic footprint rather than their market price. Still others use things like value to try to overweight the cheapest…
The Top Avoidable Distractions When Reading Financial News
A recent CFA Institute article identifies a list of the types of financial news stories that “have no value or insight and can be easily avoided.” Here is a sampling:…
Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto….
Making Sense of the Disconnect Between the Stock Market and the Economy
…https://www.visualcapitalist.com/the-anatomy-of-the-2-trillion-covid-19-stimulus-bill/ Source: https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm Much of the Value of Equities Lies in the Future It is important to keep in mind that the value of a company is the present value…
Rob Arnott Talks Bubbles and Separating Plausible from Possible
…pivot into value, but I have a strong view that value will beat growth handily over the next five years.” The key, he says, is to choose the right value…
Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet
…Show Notes: Jack’s article: The Case For Value Stocks OSAM piece on the other periods where value has struggled for long periods of time, Value Is Dead, Long Live Value…
The Pros and Cons of Direct Indexing
…that turnover is used to harvest losses. When you start adding factors like value and momentum, though, things get more complicated. These factors require turnover to work. But that turnover…