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value investing
226 posts
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,…
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon?
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon? by William Smead, Smead Capital Management While…
Video Didnāt Kill the Radio Star
by William Smead, Smead Capital Management The longer we are in the investment business, the more skeptical we…
Value vs. Momentum? Try Both
by Charles Sizemore Letās go back in time 30 years. Remember those āTaste great / less fillingā Miller…
Checking in on the State of Small-Cap and Value Effects
by James Picerno, The Capital Spectator In theory, small-cap and value stocks offer solid premiums over their large-cap…
Hunting for Value in European Stocks
by Charles Sizemore, Sizemore Capital Management Iāve been bullish on European stocks for the past year based on…
Howard Marks: Risk Revisited Again
by Howard Marks, Oaktree Capital In April 2014, I had good results with Dare to Be Great II,…
Frank Sinatra on the Reinvestment of Unrealized Gains
by William Smead, Smead Capital Management In the song, āThatās Life,ā Frank Sinatra tells us everything we need…
Crouching Tigers, Hidden Assets
by William Smead, Smead Capital Management Our experience tells us that Crouching Tigers, while appearing contentious and dangerous,…
Competing Investment Strategies Are Difficult to Stick With or Let Go Of
by Ben Carlson, A Wealth of Common Sense One of the most difficult aspects of investing is that…
Five Good Questions for Wesley Gray, co-Author of "Quantitative Value"
After serving as a Captain in the United States Marine Corps, Dr. Wesley Gray became a finance professor…
Confidence Game
by Tom Brakke, Research Puzzle Seth Klarman once said, āYou need to balance arrogance and humility . .…
Ben Graham's Mr. Market 2015
by William Smead, Smead Capital Management In the Berkshire Hathaway 1987 Annual Report, Warren Buffett wrote the following:…
One of the Worst Arguments in Finance
by Ben Carlson, A Wealth of Common Sense āIn the stock market, value standards donāt determine prices; prices…
Why Does Everyone Keep Asking Us About Great Value Buys in Europe?
by Gavekal Capital Blog While attending a conference last week and hearing questions and comments such as, "Europe's…
