Tag: Value Stocks

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 […]

Echoes Of 1999: The Tech Bubble And The “Asian Flu”

Echoes Of 1999: The Tech Bubble And The “Asian Flu”

Echoes Of 1999: The Tech Bubble And The “Asian Flu” by Rob Arnott, Research Affiliates Key Points Conditions now parallel the late 1990s as inflation expectations plunge, emerging market currencies tumble, relative valuations of emerging markets versus U.S. stocks and […]