In his recent interview with The Investor’s Podcast, Jim O’Shaughnessy explains why price to book is dead. Here’s an excerpt from the interview: O’Shaughnessy: Specifically to that factor [price to book], I wouldn’t advocate investors don’t really look at it anymore. And that is based not on my opinion, but … Read More
Jim O’Shaughnessy: The Best Way For Investors To Control Their Psychology And Emotions
During his recent interview on The Profile Telegram Chat, Jim O’Shaughnessy provided some great insights into how investors can control their psychology and emotions when it comes to investing decisions. Here’s an excerpt from the interview: Q: What have you seen are the best ways for investors to control their … Read More
Jim O’Shaughnessy: Build Portfolios That Deliver Alpha Without A Wild Ride
In his recent interview on the Real Returns podcast Jim O’Shaughnessy explained why investors need to build portfolios that deliver alpha without a wild ride saying: What we really have to find are strategies that do better than the market over long periods of time but that investors can actually … Read More
OSAM: Here’s Why Value Factors Will Continue To Provide An Edge For Long Term Value Investors
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