Value Investing
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- What Do The Top Value Funds Have in Common?Over the past two days we posted Part 1, and Part 2 of Morningstar’s three part series on Value Investing. Following is the final part in the series which examines the common th…
- Value Managers On Why Value Investing Has UnderperformedYesterday we posted Part 1 in a three part series by Morningstar titled – Morningstar: Value Investing: A Deep Dive Into Performance. Today we look at Part 2 in which Morningsta…
- Morningstar: Value Investing: A Deep Dive Into PerformanceHere’s a great article at Morningstar that does a deep dive on the underperformance of value investing over the past twenty years. The article is the first in a three part serie…
- Bloomberg: A Real Shift May Be Underway Towards Value InvestingHere’s an article from Bloomberg titled – For a Strategy Left for Dead, Value Stocks Sure Do Return a Lot, which discusses the possibility that a real shift may be underway towa…
- Schroders: Has Value Investing Been Disrupted?Here’s an article from Schroders which discusses the impact of technology on traditional value investing: Disruption is a major theme in stock markets today with companies such …
- Bloomberg: Why Value Investing Has Been Doing BadlyHere’s a great podcast from Bloomberg with hosts Joe Weisenthal and Tracy Alloway discussing – why has value investing been doing so badly. One of the oldest, most basic strateg…
- Cliff Asness: Why It’s Hard to Say When Value Wins AgainHere’s an excerpt from the AFR in which Cliff Asness is discussing why it’s hard to say when value investing wins again: It’s the question every almost every fund manager wished…
- Charlie Munger: The Two Markets That Are Most InefficientHere’s a great excerpt from Whitney Tilson’s notes on the 2007 Wesco Annual Meeting. During the meeting Charlie Munger provides some great insights on the growing popularity of …
- Walter Schloss: It’s An Irrational World, So You Can’t Always Do Things LogicallyHere’s an excerpt from a 1989 article featuring Walter Schloss titled – Searching for Value. In the article Schloss provides some great insights into the difficulty of investing…
- Forbes: Contrary To Popular Belief, Value Investing Is Not DeadHere’s a great article at Forbes discussing the recent performance of value investing saying: “However, a hundred years worth of data says value investing works. One cycle doesn…
- Christopher Davis: Value Investing Opportunities Exist When A Company Is In The Headlines For Unfavorable ReasonsValue investor Christopher Davis just released his 2018 Fall Review for the Clipper Fund. The Clipper Fund returned 6.1% in the first seven months of 2018, and over the last thr…
- How Different Are Value Investors From Other Investors?Heres a great article by George Athanassakos at The Globe and Mail which discusses the personality traits of successful value investors and how value investors are different to …
- OSAM: Here’s Why Value Factors Will Continue To Provide An Edge For Long Term Value InvestorsOne of the firms that we like to follow closely here at The Acquirer’s Multiple is O’Shaughnessy Asset Management (OSAM), which is run by Jim and Patrick O’Shaughnessy and their…
- Bill Nygren’s Oakmark Funds Says Inactivity In Investing Remains The Optimal StrategyOne of the investor’s we follow closely here at The Acquirer’s Multiple is Bill Nygren. Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 …
- Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market ManiasOne of the investors we follow closely here at The Acquirer’s Multiple is Mario Gabelli, Founder, Chairman and CEO of GAMCO Investors, Inc. Gabelli recently did a Q&A session wi…
- Sequoia Fund: A Great Value Investing Mindset Creates A Substainable AdvantageOne of the value investing firms that we follow closely here at The Acquirer’s Multiple is Ruane, Cunniff & Goldfarb (RCG), the investment adviser best known for managing the Se…
- Is David Einhorn’s Underperformance A Sign That Value Investing Is Set to ReturnHere’s a great article at CNBC which discusses the similarities between David Einhorn’s current performance and that of Julian Robertson’s Tiger Management back in 1999/2000. In…
- Is It Time For Value Investing to Return to the Limelight?Here’s a great article from Peter Langerman at Franklin Templeton Investments where he discusses an optimistic outlook for value investing. Here’s an excerpt from that article: …