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value investing
225 posts
Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead
Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead April 30, 2016 ā Value investing will return…
May 3, 2016
Value Comeback?
Value Comeback? by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS Ā· After underperforming most of the…
April 26, 2016
How Can a Strategy Everyone Knows About Still Work?
How Can a Strategy Everyone Knows About Still Work? by Clifford Asness, Ph. D. AQR Capital Management, Inc.…
April 24, 2016
Don't Go for the Exacta
Don't Go for the Exacta by Clifford Asness, Ph. D. AQR Capital Management, Inc. This issue comes up…
March 23, 2016
Has the Value Investing Pain Train Ended?
Last year we highlighted what we deemed the āvalue investing pain train.ā In 2015, cheap high-quality stocksĀ startedĀ getting crushed…
March 10, 2016
Wally Weitz: Valuable Losses
WEITZ: VALUABLE LOSSES by Consuelo Mack, WealthTrack A rare interview with Great Value Investor Wally Weitz on finding…
February 29, 2016
God, Buffett, and the Three Oenophiles
God, Buffett, and the Three Oenophiles by Justin Sibears, Newfound Research Our friends at Alpha Architect just wrote…
February 16, 2016
ETF Charts Showing a Market in Transition from Momentum/Tech to Value/Industrials?
ETF Charts Showing a Market in Transition from Momentum/Tech to Value/Industrials? by Conor Sen In a past life…
February 8, 2016
SNAFU: Situation Normal, All-FANGed Up
SNAFU: Situation Normal, All-FANGed Up by Clifford Asness, AQR Capital Management, Inc. One common story making the rounds…
January 19, 2016
William Smead: Stock Market Control
Stock Market Control by William Smead, Smead Capital Management We saw the chart below in a recent Marketwatch.com…
December 15, 2015
O Value, Where Art Thou?
O Value, Where Art Thou? by Dougal Williams, CFA, CFA Institute Itās been 15 years since the Coen…
December 10, 2015
Value has underperformed. Time to overweight it.
Value has underperformed. Time to overweight it. If Factor Returns Are Predictable, Why Is There an Investor…
November 30, 2015
BRICs, PITs, And PIGS: Go Ugly
BRICs, PITs, And PIGS: Go Ugly by Michael McGaughy, Minority Report In my research and investing I stress…
November 26, 2015
Itās Not Easy
Itās Not Easy by Expecting Value Blog Iāll start this post with a quote from Howard Marks, who…
November 2, 2015
SIA Weekly: Growth versus Value ā Who's the leader?
SIA Weekly: Growth versus Value ā Who's the leader? by SIACharts.com For this weekās SIA Equity Leaders Weekly,…
October 15, 2015