Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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value stocks

How Warren Buffett’s approach diverged from Ben Graham

  • by Rodney Smith
  • Posted on March 12, 2023March 19, 2023
  • Part 4: Principles of Operation

Buffett analyzed companies more subjectively than Graham, and he found intrinsic value in companies, such as See’s Candies, that Graham would not have touched.

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My thoughts about GMO’s ‘GROWTH BUBBLE’

  • by Rodney Smith
  • Posted on October 17, 2021October 19, 2021
  • Part 5: Asset Management

Using trailing twelve months earnings that are impacted by a recession is a mistake

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Growth for (value) investors

  • by Rodney Smith
  • Posted on August 8, 2021August 8, 2021
  • Part 4: Principles of Operation

Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.

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The false dichotomy between ‘value stocks’ and ‘growth stocks’

  • by Rodney Smith
  • Posted on April 25, 2021April 28, 2021
  • Part 4: Principles of Operation

What is ‘investing’ if it is not the act of seeking value at least sufficient to justify the amount paid?

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The under-performance of value stocks explained

  • by Rodney Smith
  • Posted on August 8, 2019January 15, 2021
  • Part 4: Principles of Operation

There is a lot of talk currently about the underperformance of value stocks compared with growth stocks over the last fifteen years. In fact, value investing has performed well against all other styles. This seeming contradiction comes from the fact that value investing and investing in value stocks are not the same thing.

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