Musings on Markets

In my first post in this series on value investing, I noted that value investing is a broad brush that covers a range of different approa...

My last two posts looked at two strains of value investing. In the first, passive screening , you look for mismatched companies that trade ...

Nokia came out with an awful earnings report yesterday, with warnings of more bad news to come, and its stock price, not surprisingly, plu...

As long as there have been markets, I am sure that investors have used screens to find good investments. It was Ben Graham, however, who s...

Any post about value investing always evokes strong responses, but I thought I would start this one by turning the focus inwards. So, here ...

In my last post , I looked at the price being paid for growth by valuing the assets in place in a business. To make this judgment, I assume...