This Value Investor Thinks We’re About To Enter A Bull Period For Value

--------------------------------------------------------------- [ad-image]( --------------------------------------------------------------- [This Value Investor Thinks We’re About To Enter A Bull Period For Value]( [value investing]One of the long-running debates among investing professionals is the growth versus value debate. Of course, the last few years have shown how each factor can outperform the other in different macro environments, so history has much to teach on the subject. At the Ben Graham Centre's 2023 Value Investing Conference, hosted by Ivey Business […]( [Read On »]( --------------------------------------------------------------- [Charlie Munger’s Advice On Life And Investing From 2011]( [Between 1984 and 2011, Charlie Munger, the vice-chairman of Berkshire Hathaway and Warren Buffett's business partner, served as CEO and Chairman of Wesco Financial, and the company's AGMs became one of the must-attend events on the calendar for value investors. Munger ran Wesco as a mini Berkshire, although it did have a different strategic focus […]]( [Read On »]( --------------------------------------------------------------- [Odey Asset Management Recoils From Accusations Against Founder]( [Crispin Odey]When Crispin Odey walked free from court in 2021 after successfully defending himself against a sexual assault claim made by a female banker, the British hedge fund manager would have been hoping to draw a line under the case, which drew unwanted criticism to both him and his company, Odey Asset Management. A year before […]( [Read On »]( --------------------------------------------------------------- Copper Company Reaches Agreement To Expand Copper-Gold Project Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record. [Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!]( [Oaktree’s Howard Marks On Why He Doesn’t Use Macro Forecasts To Make Investment Decisions]( [Howard Marks]At the Ben Graham Centre's 2023 Value Investing Conference hosted by the Ivey Business School in April, Oaktree Capital co-founder and co-chairman Howard Marks was one of the keynote speakers. Of course, Marks is quite well-known for the memos he's been writing to Oaktree clients for more than 30 years and his books, The Most […]( [Read On »]( --------------------------------------------------------------- [Q1 2017 Absolute Return Letter – A Note on Inflation: Is It Here or Isn’t It?]( ["There are two main drivers of asset class returns – growth and inflation." Ray Dalio Some jerk (meant in the friendliest possible way) asked me a while ago: “Why do economists provide estimates of inflation to the nearest tenth of a percent?”. I thought for a second, but before I got a chance to answer […]]( [Read On »]( --------------------------------------------------------------- [Adage Capital’s Atchinson And Gross Trusted Fewer Fund Managers This Year [EXCLUSIVE]]( [Investment]Adage Capital founders Robert Atchinson and Phillip Gross contribute large amounts of capital and assets to charity through their foundations, which, in turn, invest in various funds. Thus, we can get an idea of which fund managers they trust the most by reviewing the annual filings of their respective foundations. Unfortunately, both Adage Capital founders […]( [Read On »]( --------------------------------------------------------------- --------------------------------------------------------------- [Commercial Metals Company Shakes Off The Rust: Confirms Uptrend]( [Key Points Commercial Metals Company has begun to rebound and could gain double-digits this year. Selling prices have fallen, margins are improving, and cash flow is sound. The outlook includes…]( [Read On »]( --------------------------------------------------------------- [Smith & Wesson, A Timeless Value Play At Decade Lows]( [Key Points Shares of Smith & Wesson are popping in the after-market hours of Thursday evening as the company reports its quarterly earnings results. Despite some disappointing figures, other factors…]( [Read On »]( --------------------------------------------------------------- [CarMax Stock Flying On Earnings Beat, Return Of The Highs?]( [Key Points CarMax stock is rising by as much as 10% during the opening hours of Friday's trading session; the reaction comes amid the company's quarterly earnings results announcement. These…]( [Read On »]( --------------------------------------------------------------- [Bed Bath & Beyond's IP Assets Could Boost Overstock’s Sales by More Than $150 Million Next Year]( [There's money in the bankrupt retailer's digital properties and OSTK stock investors could see that delivered as soon as 2024 Overstock.com (NASDAQ:OSTK) emerged as a market frontrunner on Thursday, as…]( [Read On »]( --------------------------------------------------------------- [How Does Raising Interest Rates Lower Inflation?]( [Between March 2022 and March 2023, the Fed raised the federal funds target rate by 475 basis points or 4.75%. This news was widely covered in the media because it…]( [Read On »]( --------------------------------------------------------------- Older posts you may have missed [A Time To Consider Locking In Yields?]( [Locating Titan Should Have Been Quicker And Less Expensive]( [One Surefire Way To Benefit From Every Stock Market Bull Run]( [Eurozone Economy Contracts While U.S. Outspaces The World]( [3 Top Dividend Aristocrats Now]( --------------------------------------------------------------- Still want more? [Value Walk]( You are getting this email as you're subscribed with this address: {EMAIL}. [UNSUBSCRIBE]( ) | [PRIVACY POLICY]( © 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED