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…
Tag: Growth Stocks
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…
Solid Evidence and Not-So-Solid Returns
Since the 2008 financial crisis, investing has evolved more toward evidence-based strategies in which ideas are rigorously tested or backed by credible research. This according to an article by Bloomberg…
Blending Growth and Value Type Strategies Could be Best
Investment firm Gerstein Fisher suggests that “blending Growth and Value [approaches to investment] even in a simple 50/50 split generally offers more stable returns than either a 100% Growth or…
When It Comes To Growth Or Value, Have Your Cake And Eat It Too
It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion.…
How to Find Growth Stocks that Keep Growing
Newsletter guru Jim Oberweis has found some gems in upstart growth plays like Baidu.com and Green Mountain Coffee Roasters, and in a recent interview with Forbes he explained how he…
Reese: Growth & Value Not an Either/Or
In the latest edition of his Hot List newsletter, Validea CEO John Reese says that investors too often fall prey to the idea that growth and value are opposing concepts.…
The Two-Pronged O'Shaughnessy Attack
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has…