Section
value investing
244 posts
Ben Graham's Mr. Market 2015
by William Smead, Smead Capital Management In the Berkshire Hathaway 1987 Annual Report, Warren Buffett wrote the following:…
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...
One of the Worst Arguments in Finance
by Ben Carlson, A Wealth of Common Sense âIn the stock market, value standards donât 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…
William Smead: "The Most Contentious Stocks We Own Have Been Our Best Performers"
by William Smead, Smead Capital Management We have been out on the road telling the story of Smead…
Book Review: Kim Shannon's "The Value Proposition"
Brief excerpt from CFA Institute on The Value Proposition followed by full book description The Value Proposition: Sionnaâs Common…
Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could…
Outrunning the Bear: An Active Managerâs Survival Guide
by William Smead, Smead Capital Management Two long-time friends go up in the mountains on a hunting…
William Smead: Do Activist Investors Let the Game Come to Them?
by William Smead, Smead Capital Management As a recovering amateur athleteâthe pinnacle of my athletic career was four…
When are Value and Growth Going to Matter Again
by Ben Carlson, A Wealth of Common Sense Generally, investing in different factors will give you a…
Bill Smead: Buffettâs Passive Can of Worms
Buffettâs Passive Can of Worms by William Smead, Smead Capital Management A great deal of confusion exists today…
An Education From Guy Spier
by Ben Carlson, A Wealth of Common Sense âIâm trying to manage myself, not just my portfolio.â â…
Where Have All the Deep Value Stocks Gone?
by Patrick O'Shaughnessy, Millenial Invest Deep value investing is a powerful way to beat the market, but deep…
Value Stocks In Market Corrections
by The Brooklyn Investor So with all of this talk of a market correction coming and people wondering…
Market Inefficiencies Are Interesting Only to The Degree They Can be Exploited
by Ben Carlson, A Wealth of Common Sense âWarren [Buffett], donât worry too much about making money. It…
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
