Something happened recently that has never happened before in the market. If you take the current rate of inflation and compare it to the S&P 500’s earnings and dividend yield,…
Tag: Quality Investing
Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology
Research shows that value stocks can generate an excess return because the market tends to overestimate their problems, and value investors benefit when it realizes that. But despite that being…
Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto.…
Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world’s leading experts on Warren Buffett. He is also…
A Detailed Look at the Quality Factor
By Jack Forehand, CFA There is probably no investing factor that makes more sense to your average investor than quality. We all want to own great companies – think Apple, Microsoft,…
Excess Returns, Ep. 27: Quality and Low Volatility: The Factors That Shouldn't Work
Investing factors that work over time typically do so for one of two reasons: they either produce an excess return by taking on additional risk or they benefit from the…
Franchise Quality Score: A Method for Evaluating Intangibles
The lofty prices of certain stocks (i.e. FAANG) present a challenge for value investors, according to an August article in CFA Institute that delves into the subject of intangible assets…
Top Investment Shop Focuses on Quality First, Value Second
Barron’s profiles Phil Davidson of American Century Investments, a value investor who “focuses on quality first, value second.” He joined the firm in 1993 to begin a value-based approach to…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…