A Barron’s article from July outlines an interview with Charles De Vaulx of International Value Advisers (IVA) in which the fund manager offers insights on various topics related to the…
Tag: Value Investing
10 Reasons Why It's Tough to be a True "Intelligent Investor"
By Justin J. Carbonneau (@jjcarbonneau) — Ben Graham’s tome The Intelligent Investor still sells over 100,000 copies a year as investors of all stripes look to learn the value-investing way.…
Bill Miller on Value Investors' Biggest Mistake
Legendary investor Bill Miller says there’s a smarter way to value-invest than just picking cheap stocks, according to a recent article in CNBC.com. Running his own fund after decades at…
Value Investing Advice from Mohnish Pabrai
Sumzero, an online research platform for professional investors, recently conducted an interview with noted value investor and author Mohnish Pabrai, founder of Pabrai Investment Funds (a group of hedge funds…
Value Investors Face Existential Crisis
Many investors have “drifted away from the hallmark of value investing championed by the likes of Benjamin Graham and Warren Buffett: actively picking stocks the market has overlooked.” This according…
The Devil is Often in the Details in Investing
By Jack Forehand (@practicalquant) — When you look up a word in the dictionary, you expect to get a pretty clear definition of what it means. There obviously is gray area…
Third Avenue Management Founder Martin Whitman Dies at 93
The man who made “safe and cheap” a value investing mantra passed away earlier this month, according to a recent Bloomberg article. Whitman created the Third Avenue Value Fund in 1990…
Ben Graham's Biggest Contribution May Not Be Value Investing
By Justin J. Carbonneau (@jjcarbonneau) — If you Google “Ben Graham”, you will see that his name is synonymous with the value investing philosophy, and rightfully so. His book, Security…
Finding Deep Value Stocks with the Acquirer's Multiple
By Justin J. Carbonneau (@jjcarbonneau) — In 2005, Joel Greenblatt, a successful hedge fund manager, published an incredibly simple book on disciplined value investing. The book, The Little Book that…
Mauboussin Offers Insights on Active Management
A recent Forbes article offers comments and insights gathered in a recent interview with Michael Mauboussin, Director of Research at BlueMountain Capital Management (formerly Head of Global Financial Strategies at…