In the Press
Business Insider (8/12/23): 9 Investments for a Stock-Picker’s Market
Business Insider (2/22/23): We haven’t left the bubble
The Street (1/20/23): Value Investor Likes Qualcomm, Other Stocks
Forbes (1/4/23): 20 Great Stock Ideas for 2023 from Top-Performing Fund Managers
Reuters (12/22/22): Analysis - Short sellers gain nearly $304 bln after tumble in U.S. stocks
Bloomberg (12/22/22): This Value Investor is Beating the Market with Some Well-Timed Tech Shorts
Bloomberg (12/20/22): Charles Lemonides Drive to Close
Business Insider (12/20/22): 6 cheap stocks well-positioned to survive another bear market
MarketWatch (12/7/22): These investors expect more gains for oil and gas stocks
Fortune (11/3/22): 3 charts that shed light on when the stock market may hit bottom
Bloomberg (10/26/22): Lemonides discusses opportunities in stormy markets (13:00)
Bloomberg (10/25/22): Hedge funds are slashing leverage to weather market slump
Financial Times (10/11/22): Wall Street banks slash earnings forecasts for big companies
Business Insider (8/11/22): Investors are pulling their money from the industry’s biggest names
MarketWatch (5/11/22): Here’s the case for buying Netflix’s stock now
Value Investor Insight (4/30/22): Staying the Course
Forbes (1/27/22): Short Sellers Feast on Beyond Meat
Forbes (10/22/21): ‘Something is Really Wrong’ at Beyond Meat According to This Investor
Bloomberg (10/7/21): Bloomberg Businessweek (25:30)
InvestmentNews (5/23/21): Rising inflation? Keep calm and invest in equities
Watch: GuruFocus (3/31/21): Video - Value Investing Live
Bloomberg (1/28/21): Oil Trades Near $52 With Virus Risks Weighing on Demand Outlook
Bloomberg (1/28/21): All Eyes on Shale as $50 Oil Makes U.S. Wells Profitable Again
Financial Planning (11/4/20): Voices - The Electoral Relief Rally Is On Pause - For Now
Reuters (9/21/20): Investors Brace For Months of Big Market Swings, as Virus, Political Worries Loom
Investment News (7/12/20): COVID-19 puts alternatives back in the mainstream
LISTEN: Advisor Perspective (5/26/20): Where a Veteran Value Investor is Finding Opportunities
Barron’s (5/15/20): How Investors Should Evaluate Energy Bonds - And the Funds That Own Them
Reuters (4/21/20): Some U.S. fund managers risk long-term bets on tanking oil sector
USA Today (3/12/20): Worried about the stock market plunge? Here are 3 ways to protect your money
Forbes (3/10/20): Here’s When The Stock Market Will Recover, According To Historical Sell-Offs
Kiplinger (11/27/19): 10 Best Stocks of the Past 10 Years
Forbes (11/20/19): Stocks Fall On Reports That U.S. - China Trade Deal Delayed Until 2020
Forbes (10/30/19): Apple Earnings Beat Expectations, Showing Recovery From Trade War Pressures
Forbes (10/15/19): FAANG Stocks Have Lagged This Year. Here’s Why
VIEW: Fox Business News’ The Liz Claman Show (9/24/19)
MarketWatch (9/20/19): Opinion: Value investing isn’t back - but economic growth is
Reuters (9/17/19): U.S. value fund managers betting shift to value stocks won’t last
MarketWatch (8/28/19): Opinion: Netflix stock is a buy right now - for these 10 reasons
Financial Times (8/17/19): WeWork tests tolerance for its ‘gov-lite’ structure
The Wall Street Journal (7/21/19): Investors Look Forward to GDP Data Before Fed Decision
MarketWatch (5/29/19): Investors’ patience with oil-services stocks could be richly rewarded
Hedge Fund Alert (4/17/19): Long Biased Shop Ups Short Bets
Preqin Database Rankings (2/28/19): 10 Years From the Bottom of the Market
The Wall Street Journal (4/17/19): Qualcomm’s Bet on 5G Pays Off
Value Investor Insight (3/31/19): Hot or Not; thesis behind United Natural Foods and Wisdom Tree
LISTEN: Bloomberg Radio (3/22/19): Drive to the Close (starts at the 35:49 mark)
Associated Press (3/8/19): Investing became cheaper, easier during bull market run
Preqin (2/25/19): Hedge Funds Prove Their Worth In The Long Run
The Wall Street Journal (2/22/19): History Shows Rebound May Have More Legs as Dow Extends Rally
Hedge Fund Alert (1/16/19): Rare Stumble for Value Investor
The Wall Street Journal (1/11/19): Energy Stocks, Long a Market Drag, Lead the Way to Start 2019
NBC News (11/8/18): Why a divided Congress provides more investment opportunities for Wall Street
USA Today (5/23/18): Dow hitting 50,000 by 2023? Milestone is Within Reach, Investor Claims
Hedge Fund Alert (3/17/18): ValueWorks Backs Newell Play
The Wall Street Journal (3/4/18): Qualcomm’s Future, and the Jacobs Family Legacy, Goes to a Vote
The Globe and Mail (5/11/17): Changes at Bombardier
Barron's (3/3/17): Xerox Hits the Reset Button
Wealth Professional Magazine (2/8/17): Value investing makes sense intellectually
Hedge Fund Alert (2/1/17): Gains Keep Coming for ValueWorks
CNBC.com (1/25/17): Dow nearing 20,000, but there are still deals for value investors
CNBC.com (1/12/17): Cashing in on Trump's $1 Trillion 'rebuilding America' plan
Hedge Fund Alert (5/25/16): Value Investor Crushing the Market
Barron's: Big Money Poll (4/23/16): The Pros Turn Cautious
Barron's: Big Money Poll (10/18/14): The Bull Will Be Right Back
Quarterly Conference Calls
Awards/Accolades
Barrons "Watch Your Step" Featuring Charles Lemonides
Hedge Fund Alert - "Valueworks Vehicle on a Tear"
Lipper Top 40: Large-cap Value Equity: First Place (6-30-2013)
Lipper Top 40: S. Value Equity: Fourth Place (06-30-2013)
Lipper Top 40: U.S. Tactical Asset Allocation: Fifth Place (06-30-2013)
Lipper Top 40: U.S. Large-cap Equity: First Place (06-30-2013)
Lipper Top 40: U.S. Equity (All Styles): Eleventh Place (06-30-2013)