Last week Validea Partner Justin Carbonneau was interviewed by Tobias Carlisle on the Acquirer’s Multiple Podcast. Toby and Justin discuss Validea and our approach to investing, as well as a…
Tag: Value Investing
Joel Greenblatt Talks Value Investing, Investor Emotions and his Magic Formula
In a recent Masters in Business podcast interview with Bloomberg columnist Barry Ritholtz, investor, professor, author and co-chief investment officer of Gotham Asset Management Joel Greenblatt talks about his early…
The Mechanics of Value Investing
By Jack Forehand (@practicalquant) — We all have a tendency to want to put investing strategies into groups. That can sometimes be misleading, though. There are more investment products than…
Is There Hope for Value Investing?
A recent article in The Wall Street Journal argues against giving up on value investing notwithstanding more than a decade of poor performance. It contends, however, that there’s more uncertainty…
Is Traditional Value Investing in the Danger Zone?
A recent Forbes article suggests that true value investing requires a comprehensive approach to analyzing companies, not just a reliance on the price-to-book value. The article cites two comments made…
Joel Greenblatt on the Future of Value Investing
In recent interview with CNBC, author, investor and Columbia University finance professor Joel Greenblatt talked about the challenges faced by value investors. “My students ask the same question,” he said,…
Investors' Big Bet on GE
A recent article in The Wall Street Journal reports that General Electric Co.’s agreement earlier this month to sell a small but rapidly-growing biotechnology business for $21 billion “provided a…
Value Investing: Has it Gone Out of Style?
An article on the WisdomTree blog reports that the decade ending September 2018 was the “single worst decade in history” for price-book as a factor-sort of the market and asks,…
Five Questions: Value Investing with Wes Gray
By Jack Forehand (@practicalquant) — This is the first interview in our new Five Questions series. Each month, we will take an in depth look at a specific issue in the…
The Underappreciated Role of Luck in Investing
By Justin J. Carbonneau (@jjcarbonneau) — The $1.5 billion Mega Millions jackpot had a lot of people daydreaming about what they would do if they won such a windfall. With…