In their recent article titled, Is the Value Run Over? – When “All Else Equal” Is Rarely True, the team at Brandes explain why the tailwind for value investors continues. Here’s an excerpt from the article: The world’s events in the past few months have had a binary effect: on … Read More
Brandes: Ben Graham’s Thoughts On The Role Of Intangibles
In their latest letter titled – Value Is in the Eye of the Beholder, Brandes Investment discusses why value investing and the value factor are not the same, and Ben Graham’s thoughts on the role of intangibles. Here’s an excerpt from the letter: Value Investing ≠ The Value Factor The … Read More
Brandes Investment: Technologies May Change: Investing Fundamentals Don’t
In their latest article titled – Dangerous Thinking: This Time Is Different, Brandes Investment Partners discusses the danger in thinking that this time is different due to changes in technology. Here’s an excerpt from the article: Sir John Templeton famously warned in the eleventh of his “16 Rules for Investment … Read More