…of dollars based on what other firms were being valued at. When we grew the company to fifty employees and got venture capital funding, those expectations only grew. The problem,…
Search Results for: value
Return Gap Between Value and Growth at 25-Year High
…that while value investing “has a role in a balanced portfolio,” investors should be “selective when searching for value. A coming downturn could be good for value investors, because existing…
Excess Returns, Ep. 31: Can You Quantify Warren Buffett?
…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…
The “Value” Phoenix May Rise
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…
Is the Price/Book Ratio Dead?
…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…
Berkshire’s Big Weakness Revealed in Crisis
…(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…
Quants Find the Missing Piece
…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…
World’s Worst Market Timer: A Story and A Lesson
…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…
Peril and Opportunity in Small Value Stocks
…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…
Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy
…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…