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Skewed indices and should value investors really care about company size?
It would be easy to look at the 15.7% year-to-date rise on the S&P 500 and start wondering whether 2022 was just another blip. Okay, last year might…
Jun 16, 2023
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Ben Hobson
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Skewed indices and should value investors really care about company size?
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Fees wreck returns, Dan Rasmussen, tech rebound, European markets and growth looking up
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Jun 9, 2023
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Ben Hobson
1
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Fees wreck returns, Dan Rasmussen, tech rebound, European markets and growth looking up
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May 2023
Small-caps, UK value, diversification, terrible decisions and the gold price
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May 19, 2023
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Ben Hobson
4
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Small-caps, UK value, diversification, terrible decisions and the gold price
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April 2023
The state of value, Ben Inker and defensive strategies
The best investment research, blogs and podcasts this week
Apr 28, 2023
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Ben Hobson
3
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The state of value, Ben Inker and defensive strategies
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What to expect in Q2, dividend strategies, 100 baggers with Chris Mayer, and quality/value with John Rosier
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Apr 14, 2023
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Ben Hobson
3
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What to expect in Q2, dividend strategies, 100 baggers with Chris Mayer, and quality/value with John Rosier
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EPS forecasts, dividend growth, Chris Boxall and factor performance
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Apr 7, 2023
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Ben Hobson
1
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EPS forecasts, dividend growth, Chris Boxall and factor performance
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March 2023
End of history, probabilities, David Einhorn and the death of value?
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Mar 31, 2023
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Ben Hobson
3
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End of history, probabilities, David Einhorn and the death of value?
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Insider buying, Cliff Asness, value and behaviour, banks and sectors to watch
Director dealings are one of those data points that can sometimes spark more questions than answers. On paper, big director buys can be an…
Mar 24, 2023
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Ben Hobson
1
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Insider buying, Cliff Asness, value and behaviour, banks and sectors to watch
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Bank crises, (new) themes for 2023, risk and return, and figuring out quality
The best investment research, blogs and podcasts this week
Mar 17, 2023
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Ben Hobson
2
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Bank crises, (new) themes for 2023, risk and return, and figuring out quality
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Ben Graham, superbubbles, ESG and AI chatbot analysts
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Mar 10, 2023
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Ben Hobson
2
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Ben Graham, superbubbles, ESG and AI chatbot analysts
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Buffett’s letter, forecasts and recency bias, and the right type of value
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Mar 3, 2023
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Ben Hobson
2
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Buffett’s letter, forecasts and recency bias, and the right type of value
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February 2023
Football managers, small-caps, stock picking, dividends and Ray Dalio
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Feb 24, 2023
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Ben Hobson
2
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Football managers, small-caps, stock picking, dividends and Ray Dalio
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