Podcast appearances and mentions of david dreman

We speak about the positives and perils of diversification in your portfolio, and how to find a balance. This week in Mark's Unconventional Wisdom column he challenges the traditional classifications of income and growth stocks. He runs through his focus on dividend growth, rather than just focusing solely on yield. Mark runs through a controversial income pick that he believes offers significant potential for future dividend growth. Core/Satellite is an investment strategy that many financial advisers use for their clients. Shani looks at whether this is something that individual investors should adopt, and whether she has adopted it for her own portfolio. In the latest installment of his Bookworm column, Joseph uses David Dreman's concept of "trigger events" to explain Nvidia's recent market fall. He also earmarks two ASX stocks that appear to lie on opposite sides of this famous contrarian investor's radar. With the proliferation of financial advice available through the media, individuals are often faced with an overwhelming number of investment options. As someone who works in the finance industry with an abundance of research at her disposal, Sim also experiences this paradox of choice. Despite this, her column explores why she chooses not to invest in individual stocks anymore and why this method aligns with her goals. Interested in our investing course? Find it here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

David Dreman es uno de los más destacados representantes del enfoque contrarian en el mundo de la inversión. De hecho, consiguió batir al mercado durante largos períodos de tiempo con alguno de sus fondos de inversión.

In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality. This week, a look at David Dreman's Contrarian Investment Strategies, buying stocks on low valuations to beat the market. Resources: David Dreman – Contrarian Investment Strategies: The Next Generation David Dreman – Contrarian Investment Strategies: The Psychological Edge Validea – website with a range of screeners. Thanks for listening! Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence. www.gonextlevelwealth.com.au/podcast Pete Wargent www.petewargent.com/ www.linkedin.com/in/pete-wargent-37228322/ Stephen Moriarty twitter.com/SGM63

John Dorfman is chairman of Dorfman Value Investments LLC in Boston, Massachusetts, an investment management firm he founded in 1999. The firm manages accounts for a few dozen individuals and families, a New York financial institution, a Virginia corporation and an Ireland family office. Dorfman was a senior special writer at The Wall Street Journal in 1986-1997, executive editor of Consumer Reports in 1984-1986, and an associate editor at Forbes in 1982-1984. Currently, his stock market column appears in Forbes.com, GuruFocus.com, the Las Vegas Review Journal, the Omaha World Herald, the Pittsburgh Tribune Review, and the Virginian Pilot. Dorfman worked for Dreman Value Management in 1997 through March 2002, and considers David Dreman his mentor and a formative influence. He was a Senior Vice President at Dreman from September 1997 through 2000, and a Managing Director in 2001-2002. Dorfman has written nine books, including Family Investment Guide (Atheneum, 1981) and The Stock Market Directory (Doubleday, 1982). He was born on April 19, 1947 in Chicago. He lives in Newton, Mass., with his wife Katharine Davidge and their three children. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/ViYoJxWZG98

David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. In this episode, we take a detailed look at the investment strategy Dreman outlined in his book, how it has performed since we first starting tracking it in 2003, and the outlook for it going forward. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

每天早晨8:30 讓我們一起解讀財經時事 主持人：游庭皓（經濟日報專欄作家、小一輩財經人話翻譯機） 書名：逆向投資策略： 作者： 大衛‧卓曼 原文作者： David Dreman 譯者： 陳鴻旻, 柯文敏 出版社：商周出版 博客來 https://reurl.cc/0DLAnk

Jacob Wolinsky worked in investing and financial journalism before founding ValueWalk, a site that curates information about investing, hedge funds, asset management, and the broader world of finance. We explore Jacob’s journey as an investor and an entrepreneur. This episode was a real treat for me because our guest was (and continues to be) instrumental to my growth as a value investor. Jacob gave us a ton of awesome reading material, and I can’t wait to dive into it. Links from the Show ValueWalk www.valuewalk.com ValueWalk Premium www.valuewalkpremium.com Hidden Value Stocks www.hiddenvaluestocks.com Jacob’s Reading List www.strategychainpodcast.com/support Time Stamps 0:06:34 – Jacob’s first experience as an investor: right for the wrong reason! 0:08:38 – A revelation: Benjamin Graham’s book The Intelligent Investor 0:14:49 – Greater Fool Theory: Beanie Babies and Trading Tulips 0:18:12 – Cigar Butts: Classic value investing 0:21:40 – The role of psychology in investing 0:24:15 – Jacob’s professional path into investing 0:32:01 – How Jacob got started writing for GuruFocus 0:40:40 – Circle of competence & the danger of overstepping like Long-Term Capital Management 0:44:22 – Patience: David Einhorn’s Fooling Some of the People All of the Time and Christine Richard’s Confidence Game (About Bill Ackman) 0:46:36 – Joel Greenblatt: positions took 2-3 years before they worked (on average) 0:47:43 – The advantages of being a small investor 0:50:04 – Taking the jump: focusing on ValueWalk full time 1:17:49 – HiddenValueStocks.com background 1:22:11 – Thoughts on conducting valuation after having run a real business 1:31:35 – Investing is extremely dependent on the individual’s personality 1:35:03 – Jacob’s favorite investing books: John Neff’s books (particularly John Neff on Investing), David Dreman’s books (particularly Contrarian Investing Strategies), Christopher Browne’s The Little Book of Value Investing, James Montier’s The Little Book of Behavioral Investing, The Millionaire Next Door by Thomas Stanley and William Danko, John Bogle’s books, Bruce Greenwald’s Value Investing from Graham to Buffett and Beyond, John Train’s Money Masters of Our Time, Joel Greenblatt’s You Can Be a Stock Market Genius, Ben Graham and David Dodd’s The Intelligent Investor, Andrew Tobias’ The Only Investment Guide You’ll Ever Need, William J. Bernstein’s The Four Pillars of Investing. Strategy Chain Links Rate and review the podcast at https://podcasts.apple.com/us/podcast/strategy-chain/id1492935567 Find Amazon affiliate links at http://strategychainpodcast.com/support Send me questions at http://strategychainpodcast.com/contact Sign up for the email list at http://strategychainpodcast.com/ Social Media @strategychain (Facebook, Twitter, Instagram, Medium)

Our guest this week is Lawrence Hamtil. Lawrence is a principal at Fortune Financial Advisors, an independent Registered Investment Advisor firm he co-founded in 2008. He provides financial advice and investment management services to the firm’s high-net-worth clients. Lawrence came to our attention on social media, where he can be found on twitter at @lhamtil. A prolific researcher and excellent writer, Lawrence frequently publishes investments research and commentary on Fortune Financial’s blog. His research has covered a lot of ground, but a few topics have gained him a following, including his work on the role of sectors and industries in explaining stocks returns; the low-volatility phenomenon; sin stocks; equal-weighted portfolios; and more. Lawrence is a graduate of Rockhurst University..Background and InfluencesLawrence Hamtil bio  Fortune Financial advisor blog  Lawrence Hamtil’s twitter account @lhamtil  “Contrarian Investment Ideas” by David Dreman; May 18, 1998 “Common Stocks and Uncommon Profits” by Phil Fisher; Jan. 1, 1960 Value Investing and Inflation“Who Killed Value?” by William Bernstein; Efficient Frontier blog “How Inflation Makes the Value Factor a Sector Bet” by Lawrence Hamtil; Fortune Financial blog; May 14, 2019Equal-Weighting and Inflation“The Inflation Advantage of Equal Weight” by Lawrence Hamtil; Fortune Financial blog; Aug. 28, 2018  Sectors and Industries: Importance to Stock Returns“Hedge Fund Contagion and Liquidity Shocks” by Nicole Boyson, Christof Stahel, and Rene Stulz; Journal of Finance, Volume 55, No. 5. October 2010.Financial Advisor Conflicts“Breaking Down 50 Years of Industry Data” by Lawrence Hamtil; Fortune Financial blog; Jan. 17, 2020  “Is Risk a Function of Sector or Size?” by Lawrence Hamtil; Fortune Financial blog; Jan. 22, 2019  “Is Risk a Function of Sector or Size? Part II” by Lawrence Hamtil; Fortune Financial blog; July 24, 2019  “The Perils of Sector Bias” by Lawrence Hamtil; Fortune Financial blog; Oct. 29, 2018 “The Compelling Case for Mid Cap Stocks” by Lawrence Hamtil; Fortune Financial blog; June 27, 2019  “Compendium of Posts on Investing in Emerging Markets” by Lawrence Hamtil; Fortune Financial blog; Aug. 15, 2019  Low-Volatility Factor“Compendium of Low Volatility Articles” by Lawrence Hamtil; Fortune Financial blog; July 22, 2019  Andrew Miller’s Twitter account @millerak42  Sin Stocks“Casino Stocks and the Missing Sin Premium” by Lawrence Hamtil; Fortune Financial blog; Feb. 18, 2019 “Virtue Is Its Own Reward: Or, One Man’s Ceiling Is Another Man’s Floor” by Cliff Asness; AQR; May 18, 2017

John Dorfman, founder of Massachusetts-based Dorfman Value Investments, joined GuruFocus to talk about his style of value investing. John's approach has led to market-beating returns of 9.79% annually since inception versus 5.4% for the S&P 500. In this episode, our guest tells where he is still finding obscure opportunities in a crowded market, what effect tariffs will have on small caps and why value investing is set to stage a comeback. The investor, who was mentored by the legendary David Dreman, also explains the findings of his studies of low-P/E stocks and analysts' most-loved and most-hated stocks.

Legendary investor, David Dreman, says to buy stocks right now.  He also discusses the implications of QE3, shares some of his favorite ideas, and explains why he feels bad for most investors.

Aaron and Porter welcome famed contrarian investor David Dreman to the program where they discuss his views on investment performance, Fannie Mae / Freddie Mac and the credit crisis.  Plus, Porter wants in at Augusta.