With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing…
Tag: Value Investing
Steve Romick | Lessons From 30 Years as a Value Investor 🛡️
In this episode, we speak with FPA Crescent Manager Steve Romick. Steve has built an exceptional long-term record using an approach that combines value investing with protection of capital and…
Much Needed Therapy for Value Investors
It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of value and also to talk…
Ideas From the Father of Value Investing
Benjamin Graham is often considered to be “the father of value investing” and an article in Forbes discusses the two models created on his philosophies: the AAII Graham Defensive Investor…
How Value Investing Works
Investors have been buying stocks on the cheap since the dawn of the stock market, presumably under the belief that eventually those unpopular stocks will have their day in the…
Steve Romick On Being A Value Investor
At the recent Morningstar Investment Conference in Chicago, FPA Crescent manager Steve Romick discussed his 30 years managing the fund and his evolution as a value investor, telling his audience…
AQR: Emerging Markets Offer Best Returns In 20 Years
Emerging market stocks will generate about a 3% premium above developed market stocks, according to a recent report from AQR that’s cited in an Institutional Investor article, thanks to fundamentals…
Enduring Investing and Life Lessons with Guy Spier
In this episode, we speak with Guy Spier. Guy has built a very successful long-term track record as a value investor, but the lessons we can learn from him go…
Value Investing & ESG Can Complement Each Other
Integrating ESG (environmental, social, and government-mindedness) into value investing could be a vital component in generating returns, contends an article in Investor Daily. While many value stocks can be found…
Leon Cooperman On Value Investing & 2023 Stock Picks
In an interview with Forbes, billionaire Leon Cooperman shared some of his wisdom about investing as well as his stock picks for 2023. Cooperman, who built up Goldman Sachs’ asset…