Browsing Category
value investing
202 posts
Buffett, Jones and Hamm: An Oil Wisdom Trifecta
by William Smead, Smead Capital Management Dear fellow investors, Someone once said, “Better than being smart is knowing…
June 27, 2022
International outlook: What's old is new again
by Carl Kawaja, Robert Lind, and Steve Watson, Capital Group You can’t build the new economy without old…
June 19, 2022
As Rates stabilize, growth stocks may rebound
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Russ Koesterich, managing director and portfolio manager, of the Global…
June 16, 2022
FAANG Is Dead: A Timeless Lesson for Equity Investors
by James Tierney, Jr. CIO, Concentrated U.S. Equity & Michael Walker, PM, Research Analyst, Concentrated Growth, AllianceBernstein For…
May 25, 2022
Why recession chatter benefits GARP
by Russ Koesterich, CFA, Portfolio Manager, Blackrock Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation…
April 28, 2022
1Q22 U.S. Value Strategy Newsletter: The Twilight Zone
by William and Cole Smead, Smead Capital Management “A situation or state of mind seemingly between reality and…
April 21, 2022
Marko Kolanovic: Near-term Equity Rally? One can buy Growth and Value
Copyright © J.P. Morgan
April 21, 2022
The Turn In Value Is Just Getting Started
by Asset Allocation Team, GMO LLC We Believe Value Remains Priced for Continued Outperformance Over the past decade…
April 18, 2022
Buffett’s ROE Game: Coke in ’88 and OXY in ‘22
by Cole Smead, Smead Capital Management The news of Berkshire Hathaway’s purchases in Occidental Petroleum (OXY) has been…
April 6, 2022
Taking stock: Q2 2022 equity market outlook
by Tony DeSpirito, BlackRock Fundamental Active Equity Investment Team, Blackrock Seeking resilience. 2022 started with rising interest rates,…
March 31, 2022
Accomplishment Perceived Against the Odds
by Cole Smead, Smead Capital Management Dear fellow investors, In an upcoming episode of A Book With Legs…
March 24, 2022
Value Can Potentially Outperform Even if Growth Slows
by Eli M. Salzmann, Senior Portfolio Manager & David Levine, Portfolio Manager, Neuberger Berman We believe value is…
March 13, 2022
Kim Shannon: The Return of Value, Inflation, & Canadian Equities
Listen on The Move Kim Shannon, Founder & Co-CIO, Sionna Investment Managers, joins us on Raise Your…
March 8, 2022
Tombstone of High Returns is High Volatility
by Cole Smead, Smead Capital Management Dear fellow investors, A couple of weeks ago, we gave a presentation…
February 28, 2022