value investing

value investing

active investing Insight Markets Outlook Strategy value investing

David Merkel: On Intrinsic Value

by David Merkel, Aleph Blog In his annual report, though not his more well-known letter, Buffett talked about intrinsic value.  It was on ...
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Economy Fixed Income Global Investing Insight Markets Outlook Strategy US Stocks value investing

8 Things I Learned from Warren Buffett this Weekend

by Joshua Brown, The Reformed Broker The 2013 Berkshire Hathaway annual letter to shareholders came out over the weekend and, as usual, it’s ...
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Insight Markets Outlook Strategy US Stocks value investing

Wallflower Value Stocks Are Ready to Dance

by Chris Marx, AllianceBernstein Global equities are notching new highs, valuations are elevated and talk of market bubbles is increasingly common. Yet, by ...
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Emerging Markets Markets Outlook Stocks value investing

Value Stocks Beckon in Emerging Markets

by Henry S. D'Auria and Morgan Harting, AllianceBernstein Years of playing defense have left many emerging-market (EM) equity portfolios laden with pricey safe-haven ...
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active investing Insight Markets Outlook Strategy value investing

David Kass: 16 Questions for Warren Buffett

(Notes taken by Professor David Kass, Department of Finance, Robert H. Smith School of Business, University of Maryland and Rahul Shah, MBA student) ...
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Earnings Markets Outlook Stocks Strategy US Stocks value investing

"The More Comfortable You are in Valuing a Company, the Less Point There is to Doing that Valuation"

One of the responses to my last post on valuing young companies was that even if you can value companies early in the ...
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Economy ETFs Insight Markets Outlook Stocks US Stocks value investing

The Underperformance Culprit: Active Management or Active Managers?

by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded of the fact that active ...
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Insight Markets Outlook Stocks Trading US Stocks value investing

Looking For Value... In Price Signals?

by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature and it’s widely applied in ...
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active investing Earnings Insight Markets Outlook Strategy value investing

William Smead: Investment Outlook (September 4, 2013)

"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the futurist, Peter Diamandis, shared the ...
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Markets Stocks US Stocks value investing

Warren Buffett on the Markets

In the below video Warren Buffett provides his take on stocks and the market. A couple of key points he mentions are: A ...
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Insight Opportunities Outlook Strategy US Stocks value investing

Big Pharma's Political Concerns Make For Good Buying Opportunity

Employer Mandate: A Pharma Bump in the Road by William Smead, Smead Capital Management As long-duration value investors, we at Smead Capital Management ...
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The Art of Low Turnover (Smead)

The Art of Low Turnover (Smead)

by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred position in the investing marketplace ...
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Cheap Stocks Win ... Everywhere

Cheap Stocks Win ... Everywhere

by Wesley R. Gray, Turnkey Analyst Nilufer Caliskan and Thorsten Hens A version of the paper can be found here. Want a summary of ...
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