A recent article in Barron’s reports that downtrodden value stocks are “finally winning” and the “comeback seems for real.” The wide valuation spread between growth and value, along with the…
Tag: Growth Stocks
The Importance of Expectations in Investing (Ep. 63)
There is a common misconception that a good company is always a good investment. But that sometimes isn’t the case. The reason for that comes down to the role that…
Why Growth Investing Is Harder Than You Think (Ep. 47)
Growth investing has seemed easy in the past decade. Growth stocks have easily outpaced both value stocks and the market, which has led to great performance for many growth strategies.…
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…
Growth Stock Investing Destroyed by Coronavirus
The coronavirus has called into question earnings forecasts for growth businesses, according to a recent article in Forbes that argues: “Do not expect a gentle adjustment to occur.” The article…