Section
value investing
249 posts
Kass â You should listen closely to the "Oracle of Boston"
by Doug Kass, Seabreeze Partners Management Civilization is hideously fragile . . . thereâs not much between us…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
We See Dead Stocks
by William Smead, Smead Capital Management Financial euphoria episodes are a common occurrence in investment markets and the…
Dr. Jekyll Economy Meets Mr. Hyde Markets
In the famous book, Strange Case of Dr. Jekyll and Mr. Hyde, Dr. Jekyll and Mr. Hyde were…
Price for Clarity
by Tony Scherrer, Smead Capital Management âThe higher they go, the cheaper they lookâ â Stanley Druckenmiller Dear…
Amazon â C.I.a.P. Meets C.R.a.P.
Amazon recently announced that they are combing through the list of things they warehouse and sell to determine…
3 market themes likely to shape 2019
2018 has been a tough year to navigate financial markets. Whatâs the outlook ahead? Richard shares three market…
Market Ethos: There is Value Out There
On January 1 of this year, the S&P 500 had just completed 2017 which enjoyed record operating earnings…
Value Investing Under Pressure and the Pressure to Go Passive
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders…
Value Investing Isnât Dead Yet, Just Wounded
Value investing, which is often traced back to Ben Graham in the 1940s, is among the most influential…
Value Stocks Show Signs of Awakening
Value stocks have underperformed for years. But things may be changing. Cheaper stocks have shown signs of awakening…
Road Not Taken
by Tony Scherrer, Smead Capital Management âTwo roads diverged in a wood, and Iâ I took the one…
Disciplined Opportunism: Templeton and Price Revisited
by Cole Smead, Smead Capital Management A few weeks ago, Barronâs magazine mentioned a book that doesnât get…
Is it Time for Value Stocks to Shine?
by Franklin Templeton Investments Since 2008, US growth stocks (particularly in faster-growing sectors such as technology) have tended…
The Temperature of Market Leadership
by William Smead, Smead Capital Management At Smead Capital Management, we want to avoid excitement and expense in…
Smoked in 1999 or Vaped in 2018: What You Pay Buying Shares Matters
[backc url='https://advisoranalyst.com/snowball/the-win-win-potential-of-active-etfs/'] by William Smead, Smead Capital Management âHave the purchase price be so attractive that even a…
