About Poplar Forest Research

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So far Poplar Forest Research has created 50 blog entries.

March 31, 2024 Quarterly Letter

2024-04-11T21:15:51+00:00

Good barbecue takes quality ingredients and patience. So does generating strong long-term investment results in value companies. Enjoy our quarterly letter where our CEO, J. Dale Harvey, shares his thoughts on the current market environment..and tasty barbecue.

March 31, 2024 Quarterly Letter2024-04-11T21:15:51+00:00

December 31, 2023 Quarterly Letter

2024-04-11T21:24:54+00:00

Three things that are successfully unwavering in the face of change: the Rolling Stones, Warren Buffett & Charlie Munger, and Poplar Forest Capital. Surprised? See the timeless similarities each of them in J. Dale Harvey's recent quarterly letter.

December 31, 2023 Quarterly Letter2024-04-11T21:24:54+00:00

September 30, 2023 Quarterly Letter

2023-11-28T16:57:49+00:00

Bigger does not always equate to better. Read J. Dale Harvey's thoughts on the positive contributions of mid-cap companies to long-term investment results. Our quarterly letter details Poplar Forest's consistent investments in mid-cap companies and approach to value investing.

September 30, 2023 Quarterly Letter2023-11-28T16:57:49+00:00

June 30, 2023 Quarterly Letter

2023-07-05T18:53:43+00:00

Investors and advisors need to beware of style drift, especially in this period where stock market results seem to be disconnecting from macroeconomic fundamentals. Our quarterly letter details Poplar Forest's consistent value approach to investing.

June 30, 2023 Quarterly Letter2023-07-05T18:53:43+00:00

Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?

2023-05-18T20:16:44+00:00

The stock market appears to be forecasting an upcoming economic environment that is meaningfully different than the signals being provided by the employment market and interest rates. Which expectations are correct? This paper discusses our thoughts on this disconnect and the types of companies we favor.

Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?2023-05-18T20:16:44+00:00
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