Social Media Ideas for The Value Pendulum

PWV: Value Begins To Struggle, Momentum Is Shifting Towards Growth

Fanuc: Positive Momentum Across The Board

ITT: A Solid Performer Is Valued Accordingly

A 3% Uptick, a Two-Year PSU Rally - Was Value the Real Factor, or Just the Timing?

Two years of value-index gains came from PSU concentration, not the value factor – a framework to pick smart-beta funds without repeating that mistake.

Letter 120: The EV of Everything

Applying the framework of Expected Value to your entire life (almost)

Momentum vs. Value: Which Factor Actually Led in 2026?

Momentum dominated global markets in 2026, but value outperformed in India. Discover why factor leadership differed across markets and what it means for investors.

Expensive Compared to What?

Whether that is a lot depends entirely on what you compare it to — and there are three defensible comparisons, each answering something different.   This is what the entry...

YASKAWA Electric: Look Past Quarterly Miss

Gaotu Techedu: Tough Balancing Act Between Growth And Profitability

Market Valuation: Expensive CAPE Or Cheap PEG?

The S&P 500's Shiller CAPE ratio just hit 41. Since 1881, the market valuation has been more expensive under CAPE only once. That was during the final months of the dot-com bub...

Valuations Don't Matter Until They Matter: How To Ride A Historically Overvalued Market With An Exit Plan

Midterms, September Volatility And The Value Trade

Who values democracy?

This paper examines the conventional view that redistribution is central to the democratization process using data from stock markets. Consistent with this view, democratizations h...

What’s the Value of an Hour?

If the world seems to waste our time, it’s partly because we view time itself as a resource to be extracted and optimized.

CK Hutchison: Watch Deleveraging And Value-Unlocking Potential

Volume reassures the rankings. Value transforms balance sheets.

As five hotel groups surpass one million rooms, the author argues that volume metrics obscure the real competition: per-key value creation, driven by management contracts, upscale...

The 2026 Crowdsourced Trade Value Results

The results are in.

Why Value Investing and Behavioural Finance - Not Predictions - Should Drive This Market Cycle

Two years of FII outflows have not stopped domestic SIP investors from buying. Here's what Value Research's own CEO says that actually means for you.

The Valuation Gap in RIA M&A

Why systematized growth commands a premium.

Why Fair Value Gaps Get Weaker: Understanding Repeated Tests, Acceptance and Invalidation

Nobody believes your values page. They're watching the deeds.

Every organization will tell you what it values. There's usually a poster. The poster has a competitor, though, and the competitor wins every time. Leadership says "we trust our te...

Lufax: A Mix Of Positives And Negatives (Rating Downgrade)

Investing in Momentum

Some thoughts on our new Porterhouse momentum strategy. The post Investing in Momentum appeared first on A Wealth of Common Sense. ...

FundCalibre's Juliet Schooling Latter: A fund to take advantage of growth and value's levelling playing field

“Value is not dead, it is just sleeping”. This was our retort in 2019 when major questions were being asked about one of the most popular strategies in the second half of the 20th...