Tag: Value Stocks

A Value Play In Greece: Fourlis Holdings

A Value Play In Greece: Fourlis Holdings

A Value Play In Greece: Fourlis Holdings Revisiting old ideas is the theme of this month’s Value Investor Insight. One of the ideas revisited is Vanshap Capital’s David Shapiro and Evan Vanderveer’s recommendation to buy Greece’s Fourlis Holdings, which was […]

Steven Wood On Italy And Exor [Pt. 2]

Steven Wood On Italy And Exor [Pt. 2]

Steven Wood On Italy And Exor [Pt. 2] This is part two of a two-part interview with Steven Wood, the founder of GreenWood Investors. The interview is part of ValueWalk’s Value Fund Interview Series. Steven Wood On Rolls-Royce And Value Investing […]

Growth vs Value Stocks – Opportunity Knocks

Growth vs Value Stocks – Opportunity Knocks

Growth vs Value Stocks – Opportunity Knocks by Tim Price, Price Value Partners “Value investing works. Buy bargains.” – Seth Klarman. “If I could show you just one chart to illustrate the most important investment theme of 2016,” asks Charlie […]

Bruce Greenwald On Apple Inc. (AAPL)

Bruce Greenwald On Apple Inc. (AAPL)

Bruce Greenwald On Apple Inc. (AAPL) vi  The New York Times H/T Dataroma “Apple is extraordinarily cheap, but it’s never been a value stock in the traditional sense,” said Bruce Greenwald, who runs the value investing program at Columbia Business School […]

Pzena Investment Management 1Q16 Commentary

Pzena Investment Management 1Q16 Commentary

Pzena Investment Management commentary for the first quarter ended March 31, 2016. H/T Dataroma Pzena Investment Management is well advanced in a classic value cycle defined by oversupply in energy, commodities and capital equipment. Prevailing valuations provide a good environment […]