By Jack Forehand, CFA, CFP® (@practicalquant) — Many investors tend to have a style that they gravitate toward because it makes the most intuitive sense to them. And when it comes to building…
Tag: Value Stocks
Value Investing’s Golden Era Returns
In the 1960s, 50 growth companies rose to the top and were considered such “sure things” that they became known as the Nifty 50. During that time, Warren Buffett—the famed…
Value Investors Make Big Comeback
Value stocks saw a record month of outperformance in October, beating growth stocks by 4.3 percentage points, reports an article in CNBC. The Russell Value index shot up 10.1% last…
The Essential Role of Expectations in Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio I am a…
Value Investing Has Changed
In a sign of the changing times, tech giant Meta Platforms was bumped into the value stock benchmark Russell 1000 Value Index as a result to lowered earnings growth. While…
Talking All Things Value Investing with Tobias Carlisle
This week we are joined by our good friend and first three time guest on the podcast Tobias Carlisle. We talk about a wide range of value investing topics, including…
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won’t last forever. In this episode we take a deep dive into the…
Value Investors Bet On Market Leadership
There aren’t many corners of the stock market that haven’t been hit by the massive selloffs this year, but value shares seem to be holding up better than most, according…
Facebook & Netflix Are Value Stocks Now
The FTSE Russell indexes will reshuffle its benchmarks, with Meta, Netflix and PayPal moving into the Russell 1000 Value Index as their weights lighten up in the Russell 1000 Growth…
Why Certain Strategies Struggle As Value Stocks Soar
Value stocks have soared over growth stocks by 25% in the last year, but that doesn’t necessarily mean that all who applied a value investing strategy benefitted equally, contends an…