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value investing
220 posts
Three value equity themes for the end of 2023
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Christian Correa, Chief Investment Officer of Franklin Mutual Series,…
3 surprising investing ideas to consider now
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments This Fidelity strategist shares where she sees potential.…
Deep Value Moments
by William Smead, Smead Capital Management Dear fellow investors, One month ago, I was privileged to speak at…
Value Does Just Fine in Recessions
by Ben Inker, GMO Executive Summary A core concern for investors contemplating taking advantage of the incredible cheapness…
The Game Has Changed – What About You?
Listen on The Move In this episode, Cole Smead, CEO & Portfolio Manager at Smead Capital Management, which…
The seesaw becomes extreme
by Richard Bernstein Advisors We’ve described the past several years’ stock market as a seesaw in which the…
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
Mysterious Ways: Growth vs. Value Debate
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leadership shifts at…
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
Drilling for Oil on the NYSE
by William Smead, Smead Capital Management Dear fellow investors, As a young stockbroker in the 1980s, I was…
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the…
Passive Value Investors are Not Value Investors
by Michael Lebowitz, 720 Global Research Investment management can be silly, just like the title of this article.…
Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings
by Chris Brightman, and Robert Arnott, Research Affiliates A common error of earnings1 aggregation from stocks to the…
The Good News: Einhorn is Finkle
by Cole Smead, Smead Capital Management Dear fellow investors, In the 1994 comedy film, Ace Ventura: Pet Detective,…
Gold Has Reached the Stage We All Dream About
by Jared Dillian, The 10th Man Since starting The 10th Man in 2014, I’ve written about gold maybe…
