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value investing
207 posts
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…
Style Factor Check-in: Growth vs. Value
by Tom Shipp, CFA, Sr. Equity Analyst, LPL Financial As the focus for US equities continues to be…
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the surface is sometimes…
The Mayor White Problem for Investors
by Cole Smead, Smead Capital Management Dear fellow investors, While reading Jeff Nussbaum’s new book Undelivered, I came…
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…
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…
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…
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…
Why recession chatter benefits GARP
by Russ Koesterich, CFA, Portfolio Manager, Blackrock Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation…
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…
Marko Kolanovic: Near-term Equity Rally? One can buy Growth and Value
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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…
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…
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,…
