Morningstar on Investment Truths
A recent article in Morningstar recounts insights from AQR’s Cliff Asness on the following two questions: Can current stock valuations help predict…
valuation
Ritholtz Ranks What Helps or Hurts Investment Returns
In a recent Bloomberg article, columnist Barry Ritholtz ranks those factors that he believes drive investment portfolio returns. “An unexpected challenge in…
Cheap for a Reason? Beware the Value Trap
The idea of purchasing stocks that are inexpensive relative to their peers, or to their intrinsic value, can make value investing an…
Investment Decisions Should be Valuation Based
Investment decisions should be valuation-based because the price you pay is the biggest determinant of your long term return on investment. All…