Ken Shubin Stein discusses the class he teaches with Cheryl Einhorn at Columbia Business School.
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Related ArticlesDonald Yacktman: Quality Large Caps are …
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On this week’s Consuelo Mack WealthTrack… Great Investor Don Yacktman, founder and co-manager of the Yacktman Fund tells us how he continues to beat the overall stock market landing in the top one percent of all large cap mutual funds
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Preface: According to Urban Dictionary the phrase “make it rain” refers to: “When you’re in da club with a stack, and you throw the money up in the air at the strippers. The effect is that it …
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…The price earnings ratio (PE ratio) is regarded as an important metric for value investors. The value investor is always looking for stocks that may be undervalued, meaning that the current share price is less than the intrinsic value of
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Original interview source:
Editors note: Special thanks to KM & Co. analyst, Troy Marchand, for arranging this interview.
Mark Foster was formerly associated with American Fletcher National Bank (now JP Morgan Chase, Indiana, NA) as a research analyst from 1980 …
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…Firoz Nathani runs a small fund in the U.S. During participant sharing at VALUEx India, he talks about an exceptional home building company who is actually making money and generating around a thirty percent return on invested capital, even at
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Mario Gabelli just launched the Fabelli Focus Five Fund. This fund is one of the …most concentrated, which I have ever seen. The fund will invest up to 50% of the portfolio in just five securities. Right away Bruce Berkowitz
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January 3, 2012
We believe that fundamentals are much better than the headlines; that equities, and especially small-caps, will stage a nice rally in 2012. In addition, we believe that quality will continue to be an important driver of long-term …
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Thomas Properties Group (TPGI) is one of the most misunderstood real estate operating companies in the U.S. and one of the most compelling value ideas we have uncovered in quite some time.
Watch the investment thesis on TPGI:
Download the…
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The market takes action against firms that carry positions bigger than their funding base can handle. Temporarily, things may look good as the position is established, because the price rises as the position shifts from being a marginal part of the market to a structural part of the market. After that happens, valuation-motivated sellers appear
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To the readers (and potential readers) of Grant’s:
This compilation of recent articles, the second annual Grant’s Holiday e-issue, is for you—and for your friends, co-workers, clients, classmates, shipmates, brothers-in-law and maids-of-honor, too. Please pass …
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Good data from the WSJ. Unfrotunately, it reaches the wrong conclusion. There is no reason to believe that because correlation is high for a few months
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, that it will last forever.
Below is a quote from an article by
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This is a letter from my friends’ who run a top value firm in Denmark. They
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were kind enough to give me permission to repost. Apparently not everyone in Dernmark dislikes me, even after the Danske bank incident.
It is
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My friend, Shai Dardashti is conducting this poll.
Feel free to vote for your favorite sites.
This is all anonymous.
Welcome to forward around the URL.
My list was:
1. ValueWalk.com (of course!)
2.http://cornerofberkshireandfairfax.ca/
3.http://www.valueinvestingworld.com
4.http://valueinvestorcanada.blogspot.com/…
5.
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A reader, the Great Sandesh, alerted me to this. By the way, I am not a fan of Prof. Greenwald’s book, Value Investing: From Graham to Buffett and Beyond …written by Bruce C.N. Greenwald, Judd Kahn, Paul D. Sonkin and
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