Section
value investing
249 posts
Repeating Discovery’s History
by William Smead, Smead Capital Management “History doesn’t repeat itself, but it often rhymes.” – Mark Twain On…
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 hot economy, two burning questions on value and income
by Tony DeSpirito, BlackRock Fundamental Active Equity Investment Team, and Michael Fredericks, Head of Income Investing for BlackRock…
Inflation: It’s Just the Start
by Cole Smead, Smead Capital Management But it is not a price sensitive economy right now in the…
The Star Trek Stock Market
by William Smead, Smead Capital Management Space: the final frontier These are the voyages of the star ship…
Dumb and Dumber III
by William Smead, Smead Capital Management Dumb and Dumber was a 1994 movie which tells the story of…
4 Concentrated Factor Investing with Wesley Gray, PhD, Alpha Architect
Watch on Youtube Listen to the episode In this episode, your very own Raise Your Average crew are…
Remember Value Investing?
by Eli M. Salzmann, Portfolio Manager, and David Levine, Portfolio Manager, Neuberger Berman After being ignored for 13…
Will Value Beat Growth in 2021?
by Jim Jomlin, Russell Investments It’s coming. Is it here? Perhaps. Or maybe not. But sooner or later,…
Net Present Value Bargains
by Tony Scherrer and William Smead, Smead Capital Management There appears to be a few huge statistical bargains…
Reminiscences of an eBay Operator
by Cole Smead, Smead Capital Management As our investors are aware, we relocated our company to Phoenix, AZ…
Humility Produces Alpha
by William Smead, Smead Capital Management 3Not only so, but we also glory in our sufferings, because we…
Investment Strategy Commentary: Value Stocks: Trapped or Spring-Loaded?
After a decade of underperformance by value stocks, even the biggest supporters are starting to lose faith. Should…
Value's Lifeblood is Performance Chasers
by Cole Smead, Smead Capital Management While listening to Rob Arnott on a recent Morningstar podcast, I became…
Value in the Four-Minute Mile
by Cole Smead, Smead Capital Management Due to the pandemic, there is a sense of permanence on Wall…
Value Is Dead. Long Live Value Investing
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research Value (investing) is dead. Long live value…
