Section
value investing
244 posts
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
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...
Mysterious Ways: Growth vs. Value Debate
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leadership shifts at…
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
Drilling for Oil on the NYSE
by William Smead, Smead Capital Management Dear fellow investors, As a young stockbroker in the 1980s, I was…
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the…
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.…
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…
The Good News: Einhorn is Finkle
by Cole Smead, Smead Capital Management Dear fellow investors, In the 1994 comedy film, Ace Ventura: Pet Detective,…
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…
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…
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the surface is sometimes…
The Mayor White Problem for Investors
by Cole Smead, Smead Capital Management Dear fellow investors, While reading Jeff Nussbaumās new book Undelivered, I came…
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…
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…
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…
