80 Tips about Value

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One general thing we’ll do is focus on areas that are not being talked about. We’ll look at each other and say, “I haven’t heard anything...
Tags: value, focus
In general, we're far more interested in cyclical companies that are well-capitalized, that don't lose money at the bottom of the cycle and whose...
Tags: value, companies
Wall Street’s focus on steady growth in quarterly earnings is [ridiculous]. I want to go into companies where on a reliable basis over a long period...
In capital markets, price is set by the most panicked seller at the end of a trading day; value, which is determined by cash flows and assets, is not....
Tags: price, value, emotions
In my experience, stocks begin to fall out of favor when companies miss Wall Street estimates and then really get hammered when actual earnings...
When you've been around as long as I have, you realize that value manifests itself in different ways at various times in the market.
Tags: value, time, market
Value managers on their own can too easily make big, dumb mistakes. Because you’re stubborn, you’re apt to overlook the warning bell that should...
I’ve never understood why value investors who are very disciplined on the buy side become momentum investors when they sell, saying they’ll wait...
Short sellers play a valuable market role. There are obviously cases in which people may try to start rumors more than anything else, but that’s as...
Any time we see a headline saying commodity X is trading at a 30-year low, we’ll be sure to look closely at the industry for the company or...
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