At Stockopedia part of our investing doctrine is grounded in the statistical evidence of long-term investment trends. One of those trends is that ‘value’ shares tend to outperform ‘glamour’ shares over time. It’s a phenomenon that’s routinely tested by researchers and almost always shows itself to be undeniable. The most recent of these studies has just been released by the Brandes Institute, an investment research body. Tracking data between 1980 and 2014, they once again show that unloved value stocks consistently beat glamorous growth shares in every region of the world. It’s further evidence that contrarian thinking pays off. You can read the report here.
Meanwhile, this week we’ve been reading:
- Ben Carlson, A Wealth of Common Sense - Why buy-and-hold works
- Morgan Housel, TMF - Short investing philosophies
- Ian Kelly, The Value Perspective - Power struggle – Oil companies may look cheap but there are some very good reasons for that
- Tom Stevenson, Fidelity - Earnings season: back to fundamentals
- The Economist - The Big Mac Index - Global exchange rates, to go
- City AM - UK entrepreneurs top 100
- Lee Wild, Interactive Investor - Insider: It's definitely selling season
- Ron Rimkus, Enterprising Investor - Risk Is the Dark Matter of Portfolio Management
- Aswath Damodaran, Musings on Markets - Groundhog day in Greece, Hijinks in Brazil and Market Chaos in China: Pictures of Global Risk - Part I
- Leigh Gallagher, Fortune - The Education of AirBNB’s Brian Chesky
