Category Archive

Here’s a great presentation with Bruce Greenwald on the 1st Annual Roger Murray Lecture Series, with Tano Santos. During the presentation Greenwald discusses why investors should focus on the return trajectory when valuing a business. Here’s an excerpt from the presentation: Greenwald: But much more importantly if you think about … Read More

Here’s a great interview with Bruce Greenwald on the Grant’s Current Yield Podcast, discussing the changing landscape for traditional value investing. Here’s an excerpt from the interview: So I think, as you know, value has not done well, and sort of primitive value especially. Which is just low P/E, low … Read More

Here’s a great interview with Bruce Greenwald on the Value Investing With Legends Podcast. During the interview Greenwald explains why old school value investors, who do not evolve, will disappear. Here’s an excerpt from the interview: (36:01) Those three areas are what investment managers do. What portfolio managers do is … Read More

During his recent interview on the Value Investing With Legends Podcast, Bruce Greenwald provided some great insights into the importance of being on the right side of the trade and looking for stocks that are temporarily diseased saying: You always want to think about, why is what I’m doing going … Read More