Value Investing Masterclass: Greenblatt & Pzena – Excess Financial Leverage And Value Investing are Not Good Bedfellows

Johnny HopkinsJoel Greenblatt, Richard Pzena, Value InvestingLeave a Comment

In 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 in college. During the interview Rich Pzena also discusses his thoughts on why value investing and excess financial leverage are not good bedfellows. … Read More

Pzena Investment Management: Webinar EM Value: How Trade Wars Create Opportunities in Emerging Markets

Johnny HopkinsValue InvestingLeave a Comment

Here’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 particularly interesting time to invest in emerging markets. Global trade wars have created opportunities where companies with strong competitive positions are caught in … Read More

FT: Has The Value Investing Fightback Begun?

Johnny HopkinsValue InvestingLeave a Comment

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 stocks have gained almost 10 per cent since the beginning of September. Here’s an excerpt from that article: Like an ageing, unfancied … Read More

Schroders: Has Value Investing Been Disrupted?

Johnny HopkinsValue InvestingLeave a Comment

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 as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called “growth” stocks, with investors … Read More

Walter Schloss: It’s An Irrational World, So You Can’t Always Do Things Logically

Johnny HopkinsValue Investing, Walter J. SchlossLeave a Comment

Here’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 logically in an irrational world: A value-minded investor. Schloss views his business as rational—finding securities that are objectively undervalued compared to their … Read More

OSAM: Here’s Why Value Factors Will Continue To Provide An Edge For Long Term Value Investors

Johnny HopkinsJames O’Shaughnessy, Value InvestingLeave a Comment

One 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 team. OSAM recently released it Q218 Shareholder letter which provides some great insights on the future of value investing and why OSAM … Read More

Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market Manias

Johnny HopkinsMario Gabelli, Value InvestingLeave a Comment

One 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 with some folks at Reddit which provided some great value investing insights. Here’s an except from the thread on Reddit: Hello Reddit! … Read More