The Greenlight Capital boss is betting on higher prices for copper, paper, cement, and air cargo during the post-pandemic recovery.

Warren Buffett's right-hand man is the newspaper publisher's chairman. The Chinese e-commerce group is now its third-biggest holding.

The famed investor's company has made a remarkable $9 billion on its Bank of America stake since January.

Marks said the people who bought bitcoin when it was trading at just $5,000 so far seem to have made the right decisions.

Value stocks will be favoured due to rising interest rates and higher yield as the economy recovers, but tech stocks are not set to crash.

"There are elements of Berkshire Hathaway," Apollo cofounder Marc Rowan said about the merger between the private-equity group and the insurer.

The Gamco Investors chief bought Berkshire "A" shares at an average price of $6,000 in the late 1980s. Those shares are now worth over $370,000 each.

The book value of a company is the total worth of all its assets minus all its liabilities. Investors compare a company’s book value to its stock price, to judge if shares are under- or overpriced. Book value works best on hard-goods companies, vs service providers or firms with intangible […]

The P/E ratio (price-to-earnings ratio) measures a company’s stock price in relation to its earnings per share. A low P/E ratio can indicate that a stock is undervalued, while a high P/E ratio can indicate that a stock is overvalued. A company’s P/E ratio mainly provides insight when compared to […]

Value investing consists of finding and buying stocks that are priced below their companies’ intrinsic worth, or true value. The value investing approach involves researching a company’s fundamentals, examining its earnings and assets in relation to its stock price. Though eclipsed lately by flashier growth investing strategies, value investing remains […]

JPMorgan Asset Management’s Patrik Schöwitz told CNBC on Monday he’s not “overly optimistic” on the rotation into value stocks because he expects bond yields to stay low. “Traditionally, you need to see rising bond yields to actually have a big value rally,” the global strategist said. “That’s partly to do […]

Ted Aronson, a value investor and the boss of AJP Partners, is closing down his fund after more than 35 years and returning $US10 billion to investors. “The drought in value — the longest on record — is at the heart of our challenge,” he said in a letter to […]

Joel Greenblatt defended “big tech” valuations and detailed how a long-term investor might address some of society’s biggest issues in a RealVision interview released on Thursday. Greenblatt, the co-chief investment officer of Gotham Asset Management and an adjunct professor at Columbia Business School, emphasised the economic benefits of skilled immigration […]

Value investors will be rewarded eventually, David Rosenberg, chief economist and strategist at Rosenberg Research Associates, said in a recent RealVision interview. “If we go into a new economic cycle, the value stocks are going to surge,” he said. However, Rosenberg predicted they will only skyrocket if there are “sustained […]

While most investors likely view the latest rotation into value stocks to be temporary, Bank of America sees “more room to run” for the rotation. Bank of America suggests investors focus on buying high-quality value stocks, and in recent notes said value investors should incorporate intangible assets, like company patents […]

“Value is dead,” Bank of America said in a note published on Tuesday. The firm highlighted that value stocks just experienced their worst decade ever of performance relative to growth stocks, and it can all be explained by a single trade. BofA recommended value investors implement these four changes to […]

Investors should continue to overweight US stocks as they outperform their international peers, according to JPMorgan. In a note published on Sunday, JPMorgan reiterated its view that growth stocks, led by technology, will continue to outperform their value peers. The continued outperformance of growth stocks relative to value stocks has […]