Section
value investing
249 posts
God, Buffett, and the Three Oenophiles
God, Buffett, and the Three Oenophiles by Justin Sibears, Newfound Research Our friends at Alpha Architect just wrote…
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...
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…
Value has underperformed. Time to overweight it.
Value has underperformed. Time to overweight it. If Factor Returns Are Predictable, Why Is There an Investor…
BRICs, PITs, And PIGS: Go Ugly
BRICs, PITs, And PIGS: Go Ugly by Michael McGaughy, Minority Report In my research and investing I stress…
Itās Not Easy
Itās Not Easy by Expecting Value Blog Iāll start this post with a quote from Howard Marks, who…
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,…
