Here is what we are watching in the markets this month.
Inflation Narrative
August Monthly Update
July Monthly Update
Active & Passive Investing: Blend 2.0
Sixty-Forty Over the Long-Run
First Half of 2020 - Fundamental Shifts
ESG - a Fundamental PM’s viewpoint
Frozen Portfolios
Two Centuries of Value and Momentum
Dollars, Dollars, Everywhere...except Emerging Markets
Thoughts on Systematic Value Investing
Supply Chain Pain: Becoming More Visible
Value Investing: Even Deeper History
The Unfolding of the QE Endgame
Value Crashes: Deep History
25 Value Investing Books
Value’s performance has been tough lately, so it is time to brush up on the classics:
Applied Value Investing by Joseph Calandro
Deep Value by Tobias Carlisle
Global Value and Shareholder Yield by Mebane Faber
Good Stocks Cheap by Kenneth Marshall
Intelligent Investor by Benjamin Graham
Little Book of Value Investing by Christopher Browne
Margin of Safety by Seth Klarman
Quantitative Value: A Practitioner's Guide by Wes Gray & Tobias Carlisle
Security Analysis by Benjamin Graham and David Dodd
Strategic Value Investing by Horan et al.
The Aggressive Conservative Investor by Martin Whitman
The Art of Value Investing by John Heins
The Dhandho Investor by Mohnish Pabrai
The Investment Checklist by Michael Shearn
The Little Book of Valuation by Aswath Damodaran
The Manual of Ideas by John Mihaljevic
The Most Important Thing by Howard Marks
The New Contrarian Investment Strategy by David Dreman
The Value Investors by Ronald Chan
You Can Be a Stock Market Genius by Joel Greenblatt
Valuation by McKinsey & Co
Value Investing: Tools and Techniques by James Montier
Value Investing: From Graham to Buffett by Greenwald et al.
What Works on Wall Street by James O'Shaughnessy
+ Theory of Investment Value by John Burr Williams