Ariel Investments' John Rogers on How You Can Still Win With Value Investing

2024-09-23 · 42 min · 15 entities

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Asserted relationships

→ appeared on Odd Lots podcast

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Ariel Investments' John Rogers on How You Can Still Win With Value Investing
→ appeared on Odd Lots podcast

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evidence rules-v4
Ariel Investments' John Rogers on How You Can Still Win With Value Investing
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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Feed category: News
→ discusses Investing concept

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Feed category: Investing
→ discusses News Commentary concept

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Feed category: News Commentary
→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

persons 2

mentioned Value Investing person

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evidence rules-v4
Ariel Investments' John Rogers on How You Can Still Win With Value Investing
mentioned Ariel Investments' John Rogers person

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evidence rules-v4
Ariel Investments' John Rogers on How You Can Still Win With Value Investing

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

podcasts 2

appeared on Odd Lots podcast

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evidence rules-v4
Ariel Investments' John Rogers on How You Can Still Win With Value Investing
appeared on Odd Lots podcast

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evidence rules-v4
Ariel Investments' John Rogers on How You Can Still Win With Value Investing

Episode description as stored

These days if you talk to people about the stock market, they might talk to you about the effect of the Fed. Or they'll talk about the Mag 7 and AI capex spend. Or they'll extoll the virtues of passive, low-cost investing. It seems like you hear less and less about the art of security selection: Finding cheap diamonds in the rough that have been overlooked by other investors. But some people are still keeping that world alive. John Rogers is the founder and co-CEO of Ariel Investments, and in his primary mutual fund he invests only in mid- and small-cap companies. Recorded live on stage at the Future Proof Festival in Huntington Beach, CA, we talk about his approach. He explains why he believes value investing still works, and the process he uses to select individual names. We also discuss what he looks for and how he researches stock picks. Among other things, he tells us why he's invested in The Sphere (yes, that Sphere in Vegas) as well as the company that makes the McFlurry machines for McDonald's. Read More: Stocks, Bonds Trim Declines After Waller Comments: Markets Wrap Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.