Is Value Investing Dead?
According to many market commentators, value investing doesn’t work the way it used to, and some tout statistics that growth has outperformed value over the last decade. Is value investing dead?
Everyone Who Says Facebook’s IPO Failed Is Wrong
I wrote that Facebook stock was overvalued, while last week I wrote that Facebook’s valuation at IPO was fair. Those statements are not contradictory.
Facebook IPO Was a Success and Wall Street Got What it Deserved
Being politically correct has never been my strongest quality; therefore I’ll say this: I don’t feel sorry for Facebook’s new ...
Why Facebook’s IPO Valuation is Insane
The easiest way to assess the insanity of Facebook’s valuation is by comparing it to Google’s.
Warning for an Eager Facebook Investor (my shortest article, ever!)
Here is a thought for an eager Facebook investor: Google revenue - $40 billion; market capitalization $200 billion (plus $40 billion of cash).
Omaha & Bubbles
It is Omaha time again! This year Value Investor Congress, which I’ll be attending, has been moved to Omaha. Congress is Sunday (May 6th) through Monday.
