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value investing
177 posts
Aesop's Marathon
by William Smead, Smead Capital Management Dear fellow investors, Warren Buffett and Charlie Munger always refer to Aesop…
History Suggests That Stocks Won’t Like Inflation
by Lance Roberts, RIA Several articles published lately suggest that stocks perform well in higher inflation environments. That…
Value stocks: Assessing 3 key drivers
Value stocks may be positioned for another comeback based on these 3 factors. by Denise Chisholm, Director, Quantitative…
Answers to your 5 biggest investment concerns
by Martin Romo, equity portfolio manager, Darrell Spence, economist, Ritchie Tuazon, fixed income portfolio manager, Capital Group Markets…
Incentives Pivot from Greed to Fear
by Cole Smead,, CFA, Smead Capital Management The talk of inflation today looks much like housing did in…
Did I Miss the Value Turn?
by Robert Arnott, Vitali Kalesnik, Lillian Wu, Research Affiliates Key Points After a prolonged period of underperformance, value…
The McNealy Problem
by Investors often ask our team at Smead Capital Management what we spend our time on. We believe…
Berkshire: Pinch Hit Weschler
by William Smead, Smead Capital Management We have argued for years that the biggest mistake being made by…
Dispelling Myths in the Value vs. Growth Debate
by Ben Inker, GMO LLC Executive Summary After several strong quarters for value stocks, the last few months…
Tech: Always and Forever
by William Smead, Smead Capital Management “The law of opinion refers to general precepts established by public opinion.…
Is this time different? Perspective on the growth-vs-value debate
by Ryan Pogodzinski, and Tim Halverson, Russell Investments As many investors likely have noticed from their most recent…
Value Investors Are Still Rolling Stones
by Cole Smead, Smead Capital Management Most millennials have never seen an era where value has done well.…
Smead: Good Medicine at Bargain Prices
We have been long-term owners of Amgen (AMGN), Merck (MRK) and Pfizer (PFE) among the major pharma/biotech companies.…
Goldman Sachs Chartbook: Growth vs. Value and the Shift to Alpha
by Goldman Sachs Cheap sectors compared to history look attractive as we move past peak growth Download …
The Rodney Dangerfield Housing Market: No Respect
by Cole Smead, Smead Capital Management “I don’t get no respect from anyone. Last week my house was…
