Risk is the most important consideration when investing, and investors are being too trusting. This according to a recent Business Insider article reporting on a client letter from hedge fund manager…
Tag: Margin of Safety
Francis Chou is a Patient Investor
Regarded as one of the savviest value investors in the world, says a recent article in Canadian Business, Francis Chou thinks the market is overpriced right now, but will come…
Margin of Safety: How Misconceptions Could Hurt You
NYU finance professor Aswath Damodaran focuses on myths associated with the concept of “margin of safety” (MOS) in a recent post on his Musings on Markets blog. MOS is thought…
Manager with Growth (and a Hint of Value) Drives Long Term Returns
Stocks of some large cap growth names may look expensive at current levels, but Aziz Hamzaogullari, manager of the top performing Loomis Sayles Growth Fund still sees plenty of…
The "Seven Immutable Laws of Investing"
In a recent white paper, GMO’s James Montier takes an interesting look at what he says are “The Seven Immutable Laws of Investing”. The first rule, on which Montier spends…
De Vaulx Talks Economy, Wal-Mart, and Margins of Safety
Top value manager Charles De Vaulx recently discussed some areas of the market he’s high on in an interview on Bloomberg Television. De Vaulx says he’s cautious about the current…
Do Value Investors Really Add Value? Yes, Study Says
Does value investing work? A recent study of Canadian equity markets indicates that it does. The study, “Do Value Investors Add Value?” is authored by George Athanassakos, the Ben Graham…
Royce on Long-Term Possibilities, More Bank Closures, and Margin of Safety
Chuck Royce, chief investment officer of The Royce Funds, tells Forbes.com that he sees “tremendous” possibilities in the stock market over the next three to five years, and says that…