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So far Poplar Forest Research has created 46 blog entries.

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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