Cheap isn't enough
A low P/E can hide peak earnings or a weak business. Here is how the right valuation measure, plus quality and volatility filters, improved returns and cut risk.
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A low P/E can hide peak earnings or a weak business. Here is how the right valuation measure, plus quality and volatility filters, improved returns and cut risk.
A more flexible definition of value has helped one fund outperform at a time when the fastest hands are rewarded for holding the hottest growth stocks.
Why I think the next bull market rewards owning a few good businesses for a long time
It's better to buy a wonderful business at a fair price than a fair business at a wonderful price.
New-age IPOs sell growth and market size. Here are six value investing tests, from unit economics to management trust, before you buy the next hot listing.
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise w...
Bharat Shah on how he picks quality businesses, where returns come from and the Infosys and Wipro lesson that taught him when to sell, 24 years on.
This S&P 500 stock might not seem particularly inspiring, but the record of the super-investor who's been buying it is far from dull. The post A billionaire investor just bou...
Value Research explains the questions every stock must survive to make Stock Advisor's list, and why price, not a good story, is usually what stops one.
Leitner believes investors should remain open to new ideas and recognise that markets can challenge even experienced participants.
Much of today’s investing advice feels familiar and repetitive. “Be patient.” “Do your research.” “Think long term.” While these principles are sound, they often lack the depth and...
An upperhigh net worth investor offers three portfolio allocations as clients climb the asset-accumulation ladder.
Der erfahrene US-Investor David Samra hat es auf zu Unrecht niedrig bewertete Unternehmen abgesehen. Dabei zählt für den „Value“-Manager längst nicht nur der Einstiegskurs.
Investors spend years trying to crack the Warren Buffett formula. But his advice is simple and points UK investors to where their US peers aren't looking. The post Why following th...
Warren Buffett's advice for everyday investors is simple. But it's a powerful long-term wealth creator.
RLI's refusal to chase unprofitable business reveals how underwriting discipline, not volume targets, drives long-term shareholder value.
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