Joe Weisenthal and Tracy Alloway from Bloomberg Markets, recently interviewed Rafael Resendes on How Most Value Managers Are Getting It All Wrong. Below are the links to listen to the interview. Link to Podcast on […more]
This article first appeared on RealClearMarkets.com February 17th 2021 “All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident.” Arthur Schopenhauer Our last […more]
Jeff Bezos to Quant “value” investors- I’m thinking of expanding $amzn beyond books – should I invest in my business? They all say – No Don’t!!! Our models show companies that invest in their business […more]
Many traditional value advocates are publishing material that points out the potential future benefit of value investing. It makes sense; they certainly cannot use recent performance when selling their investment process. This claim that “value […more]
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