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?
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).
VALUEx Vail 2011 – Thoughts from the conference
VALUEx Vail 2011 is over. I already miss these three days. I got the idea to put together VALUEx Vail after I attended VALUEx in Klosters in February this year.
Random thoughts, Stocks for the Long-Run, no more
Today I’ve caught up on my last three BusinessWeek podcasts, called “Story Behind the Story.” John Burns, BW’s editor, interviews the reporter who wrote this week’s cover story.
Good Company vs. Good Stock
In the long run, the performance of a stock in isolation is the product of fundamentals and valuation.
