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…
Tag: Value Stocks
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…
The End of Value Winter
In thanks partly to climate transition, Value stocks will continue to shine, says senior portfolio manager Colin Graham in an article for Robeco. Value began to emerge as the world…
Value Stocks Are Still Cheap, Says Cliff Asness of AQR
AQR co-founder Cliff Asness recently shared data that finds the correlation between value stock returns and interest rates over the last 4 decades is a slight 0.03, reports an article…
Observations From The Recent Market Decline
By Jack Forehand, CFA, CFP® (@practicalquant) — We are in the midst of a market catastrophe. There is blood in the streets. There is panic selling. There are forced liquidations. And the S&P…