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Search Results for: value

Excess Returns, Ep. 31: Can You Quantify Warren Buffett?

July 6, 2020

…how the strategy expresses whether a stock is trading at an attractive value. The basic question: Can Warren Buffett be quantified? Watch on YouTube Apple Podcasts All Other Podcast Platforms…

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The “Value” Phoenix May Rise

July 1, 2020

A recent Advisor Perspectives article argues that the value investing strategy shouldn’t be counted out just yet. “We have seen flickers of value’s reemergence,” it reports, adding, “After outperforming momentum…

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Is the Price/Book Ratio Dead?

July 1, 2020

…Price/Book Has Trailed the Other Value Metrics Over the Long-Term It hasn’t just been the most recent decade where Price/Book has struggled. It also has been the worst performing value…

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Berkshire’s Big Weakness Revealed in Crisis

June 30, 2020

…(market value of $441 billion) means that Buffett needs “bigger buyouts or larger stock purchases to move the needle.” But if Berkshire shareholders are not reaping the benefits of Buffett’s…

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Quants Find the Missing Piece

June 25, 2020

…an article in Institutional Investor. The study reportedly analyzed the best way to combine investment factors like value and momentum and found that a portfolio constructed using “forecast risk management”—a…

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World’s Worst Market Timer: A Story and A Lesson

June 24, 2020

…when they decline in value), but rather the requirement to invest the money over time with discipline, not selling out of stocks and not looking at the investments. These restrictions…

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Peril and Opportunity in Small Value Stocks

June 23, 2020

…that since we don’t know for sure how long the coronavirus will linger, small value “opportunity is accompanied by peril” and that “those who hold small value stocks should have…

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Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy

June 22, 2020

…factor-based investing. In this discussion, we get Jim’s takes on a wide range of topics both in and outside the investing world. We discuss: The recent struggles of value investing…

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The Widening Growth/Value Gap

June 19, 2020

In a recent Financial Times Money Show podcast, editor Claer Barrett discusses the recent market rally, government stimulus, and the relationship between value and growth stock valuations with FT columnist…

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The Human vs. The Quant

June 17, 2020

…stock market. When the market falls, my income goes down, the value of my business goes down, and my portfolio goes down. For me, keeping a tail risk position helps…

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