In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them…
Tag: Value Investing
Ten Top Benjamin Graham Stocks
The Graham-Inspired Value Strategy systematically identifies undervalued stocks by focusing on established companies with proven track records rather than speculative opportunities. This approach, developed by Validea based on Benjamin Graham’s…
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series…
Value Investing in a High Intangible Intensity World | Jacob Pozharny
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible…
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival
In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are…
The Case Against Value Investing
In this episode of Two Quants and a Financial Planner, we tackle a question that is on many investor’s minds: Is value investing dead? We explore various arguments for and…
Value Investing in a Changing World with Aswath Damodaran
In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a…
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value…
The Case for Value Investing with Tobias Carlisle
David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn’s case in…