value investing

value investing

Insight Markets Outlook portfolio management Stocks Strategy US Stocks value investing

God, Buffett, and the Three Oenophiles

God, Buffett, and the Three Oenophiles by Justin Sibears, Newfound Research Our friends at Alpha Architect just wrote a great piece titled “Even ...
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ETFs Insight Markets Outlook Stocks US Stocks value investing

ETF Charts Showing a Market in Transition from Momentum/Tech to Value/Industrials?

ETF Charts Showing a Market in Transition from Momentum/Tech to Value/Industrials? by Conor Sen In a past life I was primarily a technical ...
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active investing Insight Markets Outlook portfolio management Strategy value investing

SNAFU: Situation Normal, All-FANGed Up

SNAFU: Situation Normal, All-FANGed Up by Clifford Asness, AQR Capital Management, Inc. One common story making the rounds about stock market performance in ...
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Insight Markets Outlook Strategy US Stocks value investing

William Smead: Stock Market Control

Stock Market Control by William Smead, Smead Capital Management We saw the chart below in a recent Marketwatch.com column from Mark Hulbert. It ...
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Insight Markets Outlook Strategy US Stocks value investing

O Value, Where Art Thou?

O Value, Where Art Thou? by Dougal Williams, CFA, CFA Institute It’s been 15 years since the Coen Brothers’ Oscar-nominated film O Brother, ...
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Insight Markets Outlook Stocks Strategy value investing

Value has underperformed. Time to overweight it.

  Value has underperformed. Time to overweight it. If Factor Returns Are Predictable, Why Is There an Investor Return Gap? by Jason Hsu, ...
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Insight Markets Outlook portfolio management Strategy value investing

BRICs, PITs, And PIGS: Go Ugly

BRICs, PITs, And PIGS: Go Ugly by Michael McGaughy, Minority Report In my research and investing I stress three things: people, structure and ...
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Insight Markets Outlook Sentiment Strategy UK value investing

It’s Not Easy

It’s Not Easy by Expecting Value Blog I’ll start this post with a quote from Howard Marks, who himself is quoting Charlie Munger. ...
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Markets Outlook SIA Strategy Technical Analysis US Stocks value investing

SIA Weekly: Growth versus Value – Who's the leader?

SIA Weekly: Growth versus Value – Who's the leader? by SIACharts.com For this week’s SIA Equity Leaders Weekly, we are going to take ...
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Insight Markets Outlook Stocks Strategy US Stocks value investing

Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon?

Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon? by William Smead, Smead Capital Management While most investors and the media ...
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