Value Investing
38 posts
Growth Still Leads, But Value Makes a Comeback in Small CapsAfter months of underperformance, value stocks—especially in the small-cap space—are staging a quiet comeback. But growth, particularly in the large-cap segment, remains firmly …- VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and ShanghaiIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo St…
- Bill Nygren’s Modern Approach To Value InvestingDuring his recent interview with FinChat, renowned value investor Bill Nygren reflected on mistakes and lessons learned over his career. His insights serve as a compelling remin…
Tobias Carlisle: Redefined Value Investing For 2025In the early 2020s, skepticism toward value investing surged. As Tobias Carlisle noted on the Excess Returns Podcast, “In 2020 and 2021, the growthy, better-quality companies we…
Is Value Investing Still Alive? The Reality of Rerating and Market PatienceDuring their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Is Value Investing Still Alive? The Reality of Rerating and Market Patience. Here’s an excerpt fro…
Prem Watsa on Market Cycles: Why Growth Stocks Won’t Dominate ForeverIn a world where momentum and technology stocks have dominated the markets for the past decade, the principles of value investing have often been overshadowed. However, as Prem …
Value Investing Reimagined: How Buffett Moved Beyond Cigar Butt StocksWarren Buffett’s approach to investing has evolved significantly over the decades, and his remarks during the 2003 Berkshire Hathaway Annual Meeting offer a glimpse into that tr…
David Einhorn’s Take on Why Low-ROE Stocks Deserve Your AttentionIn the world of investing, conventional wisdom often tells us to chase high return-on-equity (ROE) businesses. Investors are naturally drawn to companies that boast impressive p…
How Michael Melby Achieves 22.4% Returns in Small-Cap Deep Value InvestingDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed How Michael Melby Achieves 22.4% Returns in Small-Cap Deep Value Investing. Here’s an excerpt from the ep…
Pzena: Value Stocks Set to Rebound as Market Concentration NormalizesIn their latest Q4 2024 Pzena Market Summary titled – Living In A Concentrated World – Richard Pzena’s firm says Global equity markets have grown increasingly concentrated, driv…
Bill Nygren: Abundant Value Investing Opportunities Beyond Big TechIn his recent Insight video, Bill Nygren highlights the current appeal of value investing due to a significant valuation gap between a few mega-cap tech companies driving the S&…
Vale SA (VALE): Is This Deeply Undervalued Stock a Hidden Gem?As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s possibly a deeply undervalued gem. …
Li Lu: Enormous Opportunities For Value Investing in a Globalized FutureDuring his recent keynote speech at the Columbia University Global Center (Beijing), Li Lu reflected on the evolution of value investing, emphasizing its roots in Graham’s princ…
Why Value Investing Struggles in ManiasDuring their recent episode, Taylor, Carlisle, and Jason Buck discussed Why Value Investing Struggles in Manias. Here’s an excerpt from the episode: Tobias: The S&P500 value has…- Value Investing Masterclass: Greenblatt & Pzena – Excess Financial Leverage And Value Investing are Not Good BedfellowsIn their recent Value Investing Masterclass, Rich Pzena and Joel Greenblatt discuss all things value investing including their days spent worked together on a Ben Graham paper i…
- First Eagle: The Timeless Advantage of Value InvestingHere’s a great interview at Advisor Perspectives with the value investing firm First Eagle titled – The Timeless Advantage of Value Investing. During the interview the First Eag…
Pzena Investment Management: Webinar EM Value: How Trade Wars Create Opportunities in Emerging MarketsHere’s a great little webinar from value investing firm – Pzena Investment Management which discusses how trade wars create opportunities in emerging markets saying: “This is a …- FT: Has The Value Investing Fightback Begun?Here’s a great article from The Financial Times titled – Has the value investing fightback begun?, which discusses whether value investing is making a fightback as US value stoc…