Section
value investing
246 posts
Looking For Value... In Price Signals?
by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature…
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...
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…