Value Investing Got Crushed During the Internet Bubble — Here’s Why…

By |2017-08-18T16:53:53+00:00October 10th, 2016|Value Investing Research, Momentum Investing Research, $vlue, $iwd|

The dot-com bubble of the late 90s was a wild time in the stock market. Internet stocks were trading through the roof, tech IPOs were a practically daily experience, and people quit their jobs to [...]

How Do Dividend Paying Stocks Affect the Value Investing Anomaly?

By |2017-08-18T17:03:41+00:00October 5th, 2015|Value Investing Research, $vlue, $iwd|

Meb Faber tweeted an interesting question related to taxes, dividend payers, and the value premium the other day. I'll summarize the heart of the question: How do dividend payers affect the value premium? Instead of pontificating on the [...]

Expensive Junk Stocks are Killing High-Quality Value Stocks, YTD

By |2017-08-18T17:05:18+00:00August 4th, 2015|Value Investing Research, $vlue, $iwd, $qual|

In general, investors focused on affordable stocks with strong fundamentals have been taken to the cleaners year-to-date. Meanwhile, expensive stocks with poor fundamentals have been rocking! Some Basic Statistics: Below we  document some core performance [...]

Value Investing Research: O-Score and Distress Risk

By |2017-08-18T16:53:50+00:00July 7th, 2015|Value Investing Research, Yahoo Tickers, $vlue, $syld, $iwd|

Book-to-Market Equity, Distress Risk, and Stock Returns, by Griffin and Lemmon (2002 Journal of Finance) investigate the relationship between value premiums and distress risk.  There are two schools of thought on the value premium, or [...]

High Dividend Stocks and Value Investing

By |2017-08-18T17:03:50+00:00June 18th, 2015|Value Investing Research, Uncategorized, $syld, $iwd|

Barron's recently ran an article (written by Research Affiliates), which is titled "Get Smart About Picking Dividend-Rich Stocks." The article highlights that high-quality high-dividend-paying stocks outperform low-quality high-dividend-paying stocks. The quality of the firm is measured [...]

Value Investing in a Honda Civic–and proud of it…

By |2018-09-05T21:02:10+00:00May 29th, 2015|Value Investing Research, Yahoo Tickers, $syld, $iwd|

Last week I had the privilege of being on CNBC to talk about value investing. A big shout out to Josh Brown, who introduced me to the Halftime Report producer. (video is below). Obviously, being [...]

Book Review – Competition Demystified: a Radically Simplified Approach to Business Strategy

By |2017-08-18T17:09:13+00:00May 12th, 2015|Book Reviews, Value Investing Research, $iwd|

We've spent a lot of time these days thinking about how to identify economic moat, or a firm's ability to defend against competitive forces in the marketplace. In our search for better understanding we ran [...]

A Unique Insider Trading Signal that Generates Alpha

By |2017-08-18T17:11:12+00:00May 4th, 2015|Research Insights, $SPY, $iwd|

Insider Trading Patterns Cicero and Wintoki A version of the paper can be found here. Want a summary of academic papers with alpha? Check out our Academic Research Recap Category. Abstract: We find that corporate insiders trade [...]

Is Passive Perfect? High Active Share Long-Term Investing Works Better

By |2017-08-18T17:01:40+00:00April 30th, 2015|Research Insights, Value Investing Research, Active and Passive Investing, $iwd|

Patient Capital Outperformance Cremers and Pareek A version of the paper can be found here. Want a summary of academic papers with alpha? Check out our Academic Research Recap Category. Abstract: This paper documents that among high [...]

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