Performance of US Profitable Value vs Growth (With Low Profits), 1963-2020
Not a month has passed in the past three years when I haven’t had at least some conversational debate on the value […]
Tag: Value Investing
JP Morgan Large Cap Growth vs Small Cap Value 3×3 Grid, July 2020 edition
One tweet I found worth sharing today was this one by @NateGeraci showing JP Morgan’s 3×3 grid of past performance and current […]
Long-term, valuation is all that matters
I recently found some charts on this tweet thread worth checking against some of my earlier posts on investing with a value […]
Expected Return of Stocks and Bonds in One Simple Chart
One of the most frequently asked questions I am sent is “what is the rate of return I should expect when I […]
Turbulence vs Damage in Stock Investing
I have no experience piloting airplanes, and admit there have been several times as a passenger that I have been afraid of […]
Value like it’s 1999
40 years ago, in 1979, BusinessWeek published its now infamous cover “The Death of Equities“, after one of the worst decades for […]
Vanguard Growth Underperformed the S&P 500 Over 40 Years
Following the last post’s chart showing how 75% of the returns investing in the S&P 500 came from dividends, this chart by […]
US Index Funds adding shares to loss-making Uber and Lyft
While there is a lot of merit to simply investing in a broadly diversified portfolio of low cost index funds, market cap […]
How to beat the Market: 3 Factors of Recent Outperformers
Perhaps second to the absolute question of how to make money in the markets, I am next most often asked if and […]
Buffett’s $2.7 billion loss on Kraft-Heinz
Anand and I are long time fans and students of Warren Buffett. The recent news that the legendary investor’s firm Berkshire Hathaway […]