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value investing
225 posts
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the…
February 14, 2023
Passive Value Investors are Not Value Investors
by Michael Lebowitz, 720 Global Research Investment management can be silly, just like the title of this article.…
January 26, 2023
Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings
by Chris Brightman, and Robert Arnott, Research Affiliates A common error of earnings1 aggregation from stocks to the…
January 10, 2023
The Good News: Einhorn is Finkle
by Cole Smead, Smead Capital Management Dear fellow investors, In the 1994 comedy film, Ace Ventura: Pet Detective,…
November 16, 2022
Gold Has Reached the Stage We All Dream About
by Jared Dillian, The 10th Man Since starting The 10th Man in 2014, Iāve written about gold maybe…
November 11, 2022
Style Factor Check-in: Growth vs. Value
by Tom Shipp, CFA, Sr. Equity Analyst, LPL Financial As the focus for US equities continues to be…
September 20, 2022
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the surface is sometimes…
August 31, 2022
The Mayor White Problem for Investors
by Cole Smead, Smead Capital Management Dear fellow investors, While reading Jeff Nussbaumās new book Undelivered, I came…
August 9, 2022
Buffett, Jones and Hamm: An Oil Wisdom Trifecta
by William Smead, Smead Capital Management Dear fellow investors, Someone once said, āBetter than being smart is knowing…
June 27, 2022
International outlook: What's old is new again
by Carl Kawaja, Robert Lind, and Steve Watson, Capital Group You canāt build the new economy without old…
June 19, 2022
As Rates stabilize, growth stocks may rebound
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Russ Koesterich, managing director and portfolio manager, of the Global…
June 16, 2022
FAANG Is Dead: A Timeless Lesson for Equity Investors
by James Tierney, Jr. CIO, Concentrated U.S. Equity & Michael Walker, PM, Research Analyst, Concentrated Growth, AllianceBernstein For…
May 25, 2022
Why recession chatter benefits GARP
by Russ Koesterich, CFA, Portfolio Manager, Blackrock Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation…
April 28, 2022
1Q22 U.S. Value Strategy Newsletter: The Twilight Zone
by William and Cole Smead, Smead Capital Management āA situation or state of mind seemingly between reality and…
April 21, 2022
Marko Kolanovic: Near-term Equity Rally? One can buy Growth and Value
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April 21, 2022