Section
value investing
240 posts
Why It Matters That Value Stocks are Outperforming Growth Stocks
by David Templeton, Horan Capital Advisors Quite a bit of discussion has occurred over the past several days…
Some Very Different Investment Strategies Masquerade as 'Value' These Days
by 25iq Ben Graham and his disciples like Warren Buffett, Howard Marks and Seth Klarman have developed a…
Ben Graham’s Value Investing ≠ Fama/French’s Factor Investing
by 25iq Ben Graham and his disciples like Warren Buffett, Howard Marks and Seth Klarman have developed a…
David Merkel: On Intrinsic Value
by David Merkel, Aleph Blog In his annual report, though not his more well-known letter, Buffett talked about…
Wallflower Value Stocks Are Ready to Dance
by Chris Marx, AllianceBernstein Global equities are notching new highs, valuations are elevated and talk of market bubbles…
Value Stocks Beckon in Emerging Markets
by Henry S. D'Auria and Morgan Harting, AllianceBernstein Years of playing defense have left many emerging-market (EM) equity…
David Kass: 16 Questions for Warren Buffett
(Notes taken by Professor David Kass, Department of Finance, Robert H. Smith School of Business, University of Maryland…
"The More Comfortable You are in Valuing a Company, the Less Point There is to Doing that Valuation"
One of the responses to my last post on valuing young companies was that even if you can…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
Looking For Value... In Price Signals?
by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
Warren Buffett on the Markets
In the below video Warren Buffett provides his take on stocks and the market. A couple of key…
Big Pharma's Political Concerns Make For Good Buying Opportunity
Employer Mandate: A Pharma Bump in the Road by William Smead, Smead Capital Management As long-duration value investors,…
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
Cheap Stocks Win ... Everywhere
by Wesley R. Gray, Turnkey Analyst Nilufer Caliskan and Thorsten Hens A version of the paper can be…
