The Investopedia Express with Caleb Silver
Diving Deep into Value Investing with Rob Arnott
Aug 14, 2023
Legendary value investor Rob Arnott joins The Express to discuss value investing and index misconceptions. The impact of technological innovation on industries and the influence of mentors in investing are explored. The chapter also explains financial ratios used to measure profitability and value creation in companies.
36:46
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Quick takeaways
- Value investing has proven to be successful over the long term, outperforming growth investing.
- Return on invested capital (ROIC) and return on capital employed (ROCE) are important ratios when evaluating a company's profitability and value.
Deep dives
Sector rotation and market performance
The S&P energy sector outperformed other S&P super sectors with a 3.5% gain while the Nasdaq 100 fell for the second consecutive week. Oil prices rose for seven straight weeks due to production cuts by OPEC and OPEC plus, resulting in a seismic sector rotation within the S&P. Bonds have not been a reliable stabilizer for portfolios, leading investors to seek higher yields in cash and money market funds. Despite this, consumer confidence and sentiment have been trending higher.
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