Section
value investing
244 posts
Is The Value Premium Disappearing
by Ben Carlson, A Wealth of Common Sense The value premium has been talked about in investment circles…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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…
God, Buffett, and the Three Oenophiles
God, Buffett, and the Three Oenophiles by Justin Sibears, Newfound Research Our friends at Alpha Architect just wrote…
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…
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…
William Smead: Stock Market Control
Stock Market Control by William Smead, Smead Capital Management We saw the chart below in a recent Marketwatch.com…
O Value, Where Art Thou?
O Value, Where Art Thou? by Dougal Williams, CFA, CFA Institute Itās been 15 years since the Coen…
