korrents

What Nick Maggiulli thinks about value investing

@nick-maggiulli · 9 positions · 1 change of mind

Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying; COO at Ritholtz Wealth Management.

Everything they publish, on ppll ↗

Nick Maggiulli did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

2 dated positions, 2026, in their own words. Our reading of what Nick Maggiulli has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

  1. Our readingThe S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins.

    Their wordsTherefore, the only correct interpretation of the P/S ratio over the last decade is that it doesn’t signal what it used to.

    ↗Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com 2nd of 5 in this piece

    stock market

    Interesting

  3. Our readingA portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.

    Their wordsBecause if you can’t handle standard market cycles, then you don’t have a portfolio, you have a bet.

    ↗Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com 5th of 5 in this piece

    Interesting