Value Investing Research

//Value Investing Research

Value Investing

Growth Beats Value…but with a lot of help!

By | 2017-08-18T17:04:27+00:00 May 27th, 2014|Research Insights, Value Investing Research|

When Growth Beats Value: Removing Tail Risk From Global Equity Momentum Strategies Clare, Seaton, Smith, and Thomas A version of the paper can be found here. Want a summary of academic papers with alpha? Check out [...]

Does Value Investing Work in the Technology Sector?

By | 2017-08-18T17:06:06+00:00 May 16th, 2014|Research Insights, Value Investing Research|

A recent blog post suggests that value investing in the tech sector is a waste of time. The article tells a compelling story and argues for 2 points: Successful tech stock investing is done when the stocks are dear, not when they are cheap. Tech companies should not get credit for huge piles of cash on their balance sheets. The author then makes the claim that you can't make big money in cheap tech stocks and buying cheap tech doesn't work. We thought the blog post was thought-provoking and it inspired us to conduct a quick empirical analysis to ascertain if there was any truth to the claims.

Aleph Blog Book Review

By | 2017-08-18T17:10:48+00:00 June 17th, 2013|Value Investing Research|

We post all reviews we come across on the web (let us know if we are missing any): https://alphaarchitect.com/reviews/ A recent review caught my attention: http://alephblog.com/2013/06/15/book-review-quantitative-value/ The author of the review makes the following statement: [...]