Section
value investing
249 posts
Why value is still a value
by Russ Koesterich, Portfolio Manager, Blackrock The rally in value stocks may have stalled, but Russ discusses why…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Is there still value in value?
by Burt White, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS Ā· We recommend that investors generally maintain balance…
The Growth/Value Cycle: Is Value Leading Again?
by Eddy Elfenbein, Crossing Wall Street Every so often, I like to see where we are in the…
Beyond Face Value in European Equities
by Tawhid Ali, Nelson Yu, AllianceBernstein European value stocks have rallied recently. But identifying cheap stocks with recovery…
Presidential Investing: Sell Joy, Buy Misery
by William Smead, Smead Capital Management As an observer of ten presidential election cycles while working in the…
Is The Value Premium Disappearing
by Ben Carlson, A Wealth of Common Sense The value premium has been talked about in investment circles…
The Equity Valuation Paradox
The Equity Valuation Paradox by William Smead, Smead Capital Management āYou May Be RightāI May Be Crazyā You…
Rob Arnott's tips for good value hunting
Rob Arnottās tips for good value hunting Trading against the most extreme bets into cheap inflation protection is…
The Lost Decade for Value
by Eddy Elfenbein, Crossing Wall Street Itās a well-known fact that value stocks have, over the long-term, outperformed…
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…
Value Comeback?
Value Comeback? by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS Ā· After underperforming most of the…
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.…
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…
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…
Wally Weitz: Valuable Losses
WEITZ: VALUABLE LOSSES by Consuelo Mack, WealthTrack A rare interview with Great Value Investor Wally Weitz on finding…
