After my last post, I saw a blog
post on another value investing site that criticized the type of CAPE analysis that I presented last week to indicate the market was overvalued.
After my last post, I saw a blog
post on another value investing site that criticized the type of CAPE analysis that I presented last week to indicate the market was overvalued.
Dear Vishal, I always love to read
your post on value investing..
I have learnt a lot by reading
his posts on Value Investing Almanack.
Not exact matches
He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators, has appeared dozens of times
on CNBC, Bloomberg TV and Fox Business Network, was
on the cover of the July 2007 Kiplinger's, has been profiled by the Wall Street Journal and the Washington
Post, and has spoken widely
on value investing and behavioral finance.
And there are plenty of interesting investors
posting ideas
on Twitter, as well as more fully formed ideas
on investing websites like
Value Investors Club.
«At one point I recognized that Warren Buffett, though he had every advantage in learning from Ben Graham, did not copy Ben Graham, but rather set out
on his own path, and ran money his way, by his own rules...» I have just quickly glanced at Bronte Capital's blog
post, but I am sure Todd Combs and Ted Weschler were not hired because they lived and died by Buffet's word but rather because they manifested the teachings of
value investing in their own styles.
For my first
post on this blog, I will write about a persistent
investing edge —
value investing — and one reason why that edge may never disappear; that reason being human behavior, which rarely changes.
, and this
post for more information
on How do you learn
value investing?
The best way to do this, if you don't know anyone personally who knows about
value investing, is to start a
value investing blog to get feedback, and / or also by
posting analysis
on sites like Seeking Alpha and Guru Focus.
Thanks again to the
Value Investing Congress who has been
posting updates from the event
on Twitter (make sure to follow us as well), we're able to present you with aggregated notes of the presentations.
The
Value Investing Congress has been
posting updates of the first day of the event
on Twitter (make sure to follow us as well) and we wanted to aggregate their brief updates into a comprehensive
post here
on Market Folly.
Glancing at today's sports
investing screens — and SportsInsights.com's articles and blog
posts, there appears to be a lot of contrarian
value for sports bettors
on Thanksgiving Thursday.
The
posts on reinvestment opportunities and capital allocation are among the best I've seen
on value investing — many thanks to both for the insight and perspective.
Posted in About, Stocks,
Value Investment, tagged
Value investing, venture capital
on October 7, 2010 4 Comments»
Posted in About, Stocks,
Value Investment, tagged
Value Investing Congress
on March 9, 2010 Leave a Comment»
Burry continues to be a very popular topic
on Greenbackd (for more, see my
posts Michael Lewis's The Big Short, the Vanity Fair article Betting
on the Blind Side, Burry's techstocks.com «
Value Investing» thread and Burry's Scion Capital investor letters)
Posted in About, Stocks,
Value Investment, tagged
Value Investing Congress
on July 22, 2010 Leave a Comment»
He was one of five investors included in SmartMoney's Power 30, was named by Institutional Investor as one of 20 Rising Stars, has appeared many times
on CNBC, Bloomberg TV, Fox Business Network, Lou Dobbs Moneyline and Wall $ treet Week, was
on the cover of the July 2007 Kiplinger's, has been profiled by the Wall Street Journal and the Washington
Post, and has spoken widely
on value investing and behavioral finance.
Now that the weekend is here, you can catch up
on all the best
value investing news
posted this week.
And there are plenty of interesting investors
posting ideas
on Twitter, as well as more fully formed ideas
on investing websites like
Value Investors Club.
posted at After Hours
Investing, saying, «How the Cambiar Aggressive
Value fund appeared
on the radar and eventually in one investor's portfolio.»
All you have to do is register with
Value Investing News and then post value investing story links, vote on stories, leave comments, or participate in the forum to earn user po
Value Investing News and then post value investing story links, vote on stories, leave comments, or participate in the forum to earn use
Investing News and then
post value investing story links, vote on stories, leave comments, or participate in the forum to earn user po
value investing story links, vote on stories, leave comments, or participate in the forum to earn use
investing story links, vote
on stories, leave comments, or participate in the forum to earn user points.
In the 12 chapters not dealt with in this blog
post, you're introduced to a couple of different valuation methods; an exposition of the situations that create opportunities for the
value investor; how to
invest in «special situations»; advise
on how to manage your portfolio; and a portrait of Wall Street that will pinpoint why its interests are not in alignment with yours.
If you've studied
value investing or read other blog
posts here
on dhandho.dk, you know that a security analysis flows into a valuation (appraisal of intrinsic
value).
Posted in About, Stocks,
Value Investment, tagged Michael Burry,
Value investing,
Value Investment
on March 2, 2010 12 Comments»
Posted in About, Greenbackd, Stocks,
Value Investment, tagged Austrian School of Economics,
Value investing on October 2, 2009 5 Comments»
Posted in About, Behavioral economics, Stocks,
Value Investment, tagged Contrarian
investing on September 16, 2010 8 Comments»
He
posts (and reposts) really helpful articles and news
on the topics of
value investing, trading strategies, investment philosophy, and company analysis.
-LSB-...] reading about Investment Moats latest
post on Swiber Holding Ltd and his comments
on Deep
Value Contrarian
Investing, I made a comment: -LSB-...]
For each client who
invests in a participating hedge fund, you can charge fees based
on the Annualized Percentage of Net Liquidation
Value of the current value of the client's investment in the Fund and / or the percentage of profit and loss of the client's investment in the Fund, as well as configure the fee posting frequency (monthly or quarte
Value of the current
value of the client's investment in the Fund and / or the percentage of profit and loss of the client's investment in the Fund, as well as configure the fee posting frequency (monthly or quarte
value of the client's investment in the Fund and / or the percentage of profit and loss of the client's investment in the Fund, as well as configure the fee
posting frequency (monthly or quarterly).
Posted in Activist Investors, Carl Icahn, Shareholder Activism, tagged Carl Icahn, Sum - of - the - parts valuation,
Value investing on October 15, 2012 2 Comments»
This
post was motivated by the series last week
on Aswath Damodaran's paper»
Value Investing:
Investing for Grown Ups?»
Posted in About, Greenbackd, Stocks,
Value Investment, tagged Asset
Value, Price, Price - to - book
Value,
Value investing on October 23, 2009 12 Comments»
Every one else in the
value investing blogshere seems to have given in to peer pressure, or at least to reader pressure, but, no, I'm not going to; I'm not going to
post the results of my portfolio for the first half of the year
on a stock by stock basis.
Posted in Behavioral economics, Contrarian investment, Strategy,
Value Investment, tagged Behavioral
investing, Forward Earnings Estimates, IBES forecasts
on March 22, 2013 10 Comments»
For more
on market value - to - GNP see my earlier posts Warren Buffett Talks... Total Market Value - To - Gross National Product, Warren Buffett and John Hussman On The Stock Market, FRED on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing In Expensive Markets: How to Apply Simple Statistical Model
on market
value - to - GNP see my earlier posts Warren Buffett Talks... Total Market Value - To - Gross National Product, Warren Buffett and John Hussman On The Stock Market, FRED on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing In Expensive Markets: How to Apply Simple Statistical Mo
value - to - GNP see my earlier
posts Warren Buffett Talks... Total Market
Value - To - Gross National Product, Warren Buffett and John Hussman On The Stock Market, FRED on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing In Expensive Markets: How to Apply Simple Statistical Mo
Value - To - Gross National Product, Warren Buffett and John Hussman
On The Stock Market, FRED on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing In Expensive Markets: How to Apply Simple Statistical Model
On The Stock Market, FRED
on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing In Expensive Markets: How to Apply Simple Statistical Model
on Buffett's favored market measure: Total Market
Value - to - GNP, The Physics Of Investing In Expensive Markets: How to Apply Simple Statistical Mo
Value - to - GNP, The Physics Of
Investing In Expensive Markets: How to Apply Simple Statistical Models.
Posted in About, Behavioral economics, Enterprise Multiple, Stocks, Strategy, Warren Buffett, tagged Enterprise multiple, Enterprise
Value, Joel Greenblatt, Magic Formula, Stocks, Strategy, The Little Book That Beats The Market,
Value investing on May 7, 2012 17 Comments»
-LSB-...] see my earlier
posts Warren Buffett Talks... Total Market
Value - To - Gross National Product, Warren Buffett and John Hussman
On The Stock Market, FRED on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing -LSB-..
On The Stock Market, FRED
on Buffett's favored market measure: Total Market Value - to - GNP, The Physics Of Investing -LSB-..
on Buffett's favored market measure: Total Market
Value - to - GNP, The Physics Of
Investing -LSB-...]
The CFAInstitute blog Inside
Investing has a great
post on the returns to negative enterprise
value stocks.
Posted in About, Activist Investors, Catalysts, Stocks, Strategy,
Value Investment, tagged 13F,
Value investing, Warren Buffett
on November 27, 2012 Leave a Comment»
Posted in About, Stocks, Strategy,
Value Investment, tagged Active value investing, Stocks on April 27, 2012 10 Comments&r
Value Investment, tagged Active
value investing, Stocks on April 27, 2012 10 Comments&r
value investing, Stocks
on April 27, 2012 10 Comments»
Posted in Activist Investors, Stocks,
Value Investment, tagged Activism, Activist Investors, Stocks,
Value investing on April 26, 2012 4 Comments»
Posted in Stocks, Strategy,
Value Investment, tagged Price ratios,
Value investing on April 24, 2012 16 Comments»
Posted in Behavioral economics, Quantitative investment, Strategy,
Value Investment, tagged Quantitative,
Value investing on August 31, 2012 9 Comments»
Posted in About, Behavioral economics, Contrarian investment,
Value Investment, tagged Behavioral
investing, Michael Mauboussin,
Value investing on June 28, 2011 3 Comments»
Posted in Activist Investors, Stocks, tagged Cannell Capital, J. Carlo Cannell,
Value Investing Congress
on December 7, 2011 1 Comment»
I thought I'd share one of the less appreciated benefits of passive
investing after reading Million Dollar Journey's
post on working hard for our money instead of doing the things we
value more.
It is worth pointing out that
value investing inherently is at odds with the «efficient market hypothesis» (more
on that in the next blog
post).
Posted in About, Stocks,
Value Investment, Warren Buffett, tagged
Value investing, Warren Buffett
on March 8, 2010 2 Comments»