We’re always on the look out for the latest value investing news here at The Acquirer’s Multiple – Stock Screener. I recently found a great value investing article at Barron’s by Robert Johnson, the President and CEO of the American College of Financial Services. Johnson writes, “In an ADHD world, patience is, unfortunately, in short supply. Advisors who face regular questioning from … Read More
Just read a great article by Nir Kaissar over at Bloomberg about the dominance of value stocks over growth stocks in 2016. Here’s an excerpt from that article: Value investing was supposed to be on the mat, waiting out its last few moments before it surrendered for good to growth stocks. But a curious thing happened in 2016; it got back up … Read More
Barron’s Asia recently spoke to Societe Generale regarding the trend of value investing in Asia following Donald Trump’s upset win in the 2016 US election race. Société Générale S.A. is a French multinational banking and financial services company headquartered in Paris. The company is a universal bank that has offices in 11 countries across Asia Pacific, with headquarters in Hong Kong.
Noah Smith at Bloomberg highlights some new research that suggests the possibility that there’s information sitting right there on corporate balance sheets and income statements, free for all the world to see, that aren’t being fully incorporated into market prices and therefore blowing a hole in the efficient market hypothesis (EMH).
Just read a great article by Ben Fischer highlighting four reasons why value might be making a comeback in 2016. Fischer is a CFA and portfolio manager, managing director and CIO of NFJ, an Allianz Global Investors company. He has 50 years of experience in portfolio management, investment analysis and research. Fischer is the product team co-lead for the NFJ … Read More
According to CNBC, if anyone knows how to make money finding value stocks, it’s Charles Brandes, a legendary investor who studied directly with Benjamin Graham, the father of value investing. According to Forbes, the founder and chairman of Brandes Investment Partners has a net worth of $1.18 billion, and he made much of his wealth managing funds that invest in … Read More
(Image Courtesy, kurld.com) Here’s a great article by Dave Gilreath on the ABC News website regarding the problems with chasing ‘story stocks’. It’s a great reminder that if you’re a true value investor like myself, you need to learn to ignore the stock’s story and focus on its fundamentals. Dave highlights some great examples of how ‘story stocks’ have destroyed investors hard … Read More
Value investing requires a long term time horizon involving patience and discipline. Unfortunately for advisors and fund managers, their own performance is judged on much shorter time periods. As such, these ‘agents’ face a powerful incentive to minimize short-term drawdowns relative to peers and benchmarks. Here’s a great article that explains the disconnect between what’s best for investors and what’s … Read More