In a June interview with WealthTrack, host Consuelo Mack talked to the senior portfolio managers of Tweedy, Browne Company—a firm which in the past held brokerage accounts for both Benjamin…
Tag: Value Investing
Tobias Carlisle: Insights on Deep Value Investing
In a recent interview with Bloomberg TV, deep value investor Tobias Carlisle explained his macro approach as well as the strategy behind his firm’s ETF. Carlisle, founder and portfolio manager…
Value Investing: Is It Dead?
Investors can no-longer rely on the “so-called value premium to continue in the future,” according to a recentMarketWatch article by Paul Merriman, author and founder of Merriman Wealth Management. While…
Goldman: Value Investing Still Alive, with This Twist
A recent CNBC article reports that, according to Goldman Sachs, there’s still life left in a value investing strategy, especially with the Fed set to cut rates again. Goldman says…
Five More Questions: Value Investing with Tobias Carlisle
This is Part II of my interview with Tobias Carlisle of the Acquirer’s funds, which just released its first ETF, the Acquirer’s ETF (ZIG) earlier this year. In Part I,…
Five Questions: Defending Value Investing with Tobias Carlisle
As those who read my articles know, I am a big believer in value investing. But I also understand that as a follower of value, I am prone to focusing…
What Quant Value Models Can and Can't Do for You
By Justin Carbonneau (@jjcarbonneau) – Two weeks ago I wrote an article, Differences in Value, where I outlined the various criteria (i.e. price-to-sales, price-to-book, and enterprise value-to-EBIT) used in the…
Trying to Put the Struggles of Value Investing in Context
By Jack Forehand, CFA (@practicalquant) — Value stocks have struggled for a long time now. Although the degree of underperformance can vary significantly based on the metric you use and…
Differences in Value
By Justin J. Carbonneau (@jjcarbonneau) — A few weeks ago my partner, Jack Forehand (@practicalquant) wrote a piece titled “The Mechanics of Value Investing“. In it, he highlighted the various…
Perspective: Berkshire's Amazon Stake and Value Investing
According to an article in Yahoo Finance, Berkshire’s recent investment in Amazon “flies in the face of his long-held investing views” and signals “it’s okay to buy high price-to-earnings multiple…