Overvaluation Is the One Market Inefficiency That Investors Will Always Be Able to Exploit
Valuation-Informed Indexing #127 by Rob Bennett My good friend Mike Piper has written an article (“Investing Based on Market Valuation”) … Read more
Value Investing
Everything ValueWalk knows about Value Investing, including the latest news, tips, features, ideas, value investors and images.
Be Greedy When Value Investors Are Fearful?
Anyone who has read my articles on a regular basis knows that I like to look at market valuations from … Read more
12 Cognitive Biases That Prevent People From Being Rational
12 cognitive biases that prevent people from being rational. We thought this article was very interesting and informative. This category … Read more
Value Investing, The Chetan Parikh Way
Value Investing, the Chetan Parikh Way – Part 1 (Found via Value Investing World) ……… I have a special affinity for … Read more
Financial Panics From The Prism Of Psychological Perspective
Financial panics from the prism of psychological perspective, is the topic of a fascinating paper put out by the Boston … Read more
Examining Benjamin Graham’s Record: Skill Or Luck?
By Greenbackd Two recent articles, Was Benjamin Graham Skillful or Lucky? (WSJ), and Ben Graham’s 60-Year-Old Strategy Still Winning Big (Forbes), have thrown the … Read more
Howard Marks On The Real Estate Cycle
Howard Marks is out with his latest memo, in this one Marks discusses cycles. He has some interesting comments on … Read more
David Herro Of Oakmark Likes Daiwa As Abe Changes Economic Policy
Oakmark Funds is out with their Q4 (year end) 2012 letters. The commentary from all the fund managers can be … Read more
The Old and New Thinking on Stocks vs. Bonds
Valuation-Informed Indexing #126 by Rob Bennett The subtitle of Robert Shiller’s book Irrational Exuberance describes the new model for understanding … Read more
PE Ratio And Dividend Yield Of Every Large Market And Country
If anyone has not noticed by now, we are big fans of valuation metrics. Their ability to forecast even 10 … Read more
Moonwalking with Einstein: A Review
By Hardcore Value I just finished reading Moonwalking with Einstein by Josh Foer. I found out about the book after reading Saj Karsan’s review. … Read more
Shiller PE Problems: CPI And GDP Growth
I would like your opinion on an original issue I have with the Shiller PE10 index. I wrote a blog … Read more
Value Investing In Sideways Markets
Here are slides of my updated/revised presentation on sideways markets. Over the last three months I’ve given talks on sideways markets … Read more
Value Investing In HMOs
HMOs appear to be perfect stocks for today’s market. They have good balance sheets, terrific free cash flows and recurring, … Read more
Marty Whitman: ‘FF’ Superior To Ben Graham [Third Ave Annual Report]
Marty Whitman’s Third Avenue’s annual report is out. The legendary value investor has some interesting comments. He focuses on the … Read more