growthinvesting
Euclidean Technologies commentary for the third quarter ended September 2021, titled, “Value Investing As A Hedge Against Inflation.” Q3 2021 hedge fund letters, conferences and more Q3 2021 hedge fund letters, conferences and more Value Investing As A Hedge Against InflationRecent news has been filled with reports about rising inflation. Many economists and investors have speculated that this inflation is transitory and will normalize as we emerge from the pandemic – that global supply chains will unclog themselves, rebalancing supply and demand. But as time wears on, the inflation picture se...
ValueWalk
The recent change in momentum back to growth investing has naysayers questioning whether the prior two quarters were the extent of the value rally. As economic growth reached a crescendo this spring from the combined impact of recovery and stimulus, the value skeptics reemerged. This is how it always feels as a value investor – almost no one believes value will work until it already has. Q2 2021 hedge fund letters, conferences and more Believing In Value InvestingI’ve been a value investor my entire life. Someone asked me recently how I came to believe in value, and I explained that it really ...
ValueWalk
RGA Investment Advisors commentary for the first quarter ended March 2021, titled, “Growth vs Value.” Q1 2021 hedge fund letters, conferences and more Highly Levered Hedge FundsThe story of the Q1’ 2021 in many respects centered around the positioning of highly levered hedge funds. In January, prominent hedge fund Melvin Capital experienced significant losses when GameStop and several other highly shorted stocks went parabolic. In March, Bill Hwang’s family office, Archegos, blew up long several highly shorted names and left its prime brokers holding the proverbial bag. In both cases, the fund...
ValueWalk
There seem to be to schools of thought when it comes to investing. One is the so-called value investors community, where folks look at low P/E ratios, high dividend yields, low price to book or price to sales. In other words, value investors try to acquire assets at a portion of their worth. Q3 2020 hedge fund letters, conferences and more On the other hand, there are some growth investors, who believe that companies with growing sales, and growing earnings are more valuable. They do sophisticated discounted cashflow analyses to project future growth, and discount at a certain rate to come up ...
ValueWalk
Growth investing and value investing are generic terms used to describe the investment approaches to the stock market. A critical look at the stock attributes would imply that this dichotomy is not straightforward in practical terms, as some stocks share both characteristics. This did not excuse the fact that the growth-value subject has been a fierce debate among industry analysts and participants, perhaps dating back to the origin of the stock market itself.Q3 2020 hedge fund letters, conferences and moreValue Investing vs Growth InvestingGrowth companies focus on morphing from small start-u...
ValueWalk
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