Value investors have fallen on difficult times in the most recent decade. Value’s extended underperformance has led many to question whether the strategy still works or if it is broken…
Tag: Excess Returns Podcast
Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world’s leading experts on Warren Buffett. He is also…
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. But some have argued…
Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks
Buying expensive stocks has historically been a terrible investing strategy. On average, expensive stocks significantly underperform the market as a whole over time. But despite the poor performance of the…
Excess Returns, Ep. 34: The Danger of Learning From Your Mistakes
The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires that you learn…