Bill Nygren of Oakmark: Safety is overpriced
Bill Nygren of Oakmark recently shared his views on bank stocks, the overall market, risk etc. Bill Nygren had some … Read more
Everything ValueWalk knows about Value Investing, including the latest news, tips, features, ideas, value investors and images.
Bill Nygren of Oakmark recently shared his views on bank stocks, the overall market, risk etc. Bill Nygren had some … Read more
The Squishy Stuff I think I have just one more post left after this one, and this series ends. This … Read more
Howard Marks is out with a new memo on equity prices. Howard Marks discusses the ‘great rotation’, equity price valuations and more. … Read more
From a Reader: I read your blog quite frequently and really enjoy the work you put into it. It helps … Read more
From a Reader: I’ve mentioned this before but I’m an avid reader of the blog. I’m currently going through your … Read more
In How to Beat The Little Book That Beats The Market: Redux (and Part 2) I showed how in Quantitative Value we tested Joel Greenblatt’s Magic Formula outlined … Read more
Behavioral Economics and the Retirement Savings Crisis is the title of a new publication by Richard Thaler and Shlomo Benartzi. … Read more
Valuation-Informed Indexing #135 by Rob Bennett Chuck Carnevale recently posted an article to the Seeking Alpha titled Shiller P/E Continues … Read more
Prem Watsa’s Fairfax Financial is out with their 2012 annual shareholder letter. Commonly referred to as the “Warren Buffett of … Read more
Howard Marks sat down for an interview with Barron’s recently. Howard Marks discussed the distressed debt market, his upbringing, some … Read more
My question is about arbitrage (tenders and merger merger arbitrage). I’ve been reading through Warren Buffett’s old letters and in the … Read more
Absolute Return Shareholder letter for March 2013 titled “Expect the Unexpected” The seemingly never-ending debate on passive vs. active investment management … Read more
By Greenbackd Renowned deep value investment firm Tweedy Browne’s recipe for deep value is simple: The crux of the firm’s investing style comes … Read more
Howard Marks, Oaktree Capital, gave a presentation titled “Investing in Uncertain Times” at the University of Oxford’s Private Equity Forum on … Read more
By: greenbackd Wes sent through this outstanding more-than-30-year-old speech, Trying Too Hard (.pdf), which foreshadows many of the ideas we discuss … Read more