Money for The Rest of Us

Investment help and financial guidance for the rest of us.

  • Podcast
  • Guides
        • Asset Classes

        • A Complete Guide to Investing in I Bonds and TIPS (2025)
        • A Complete Guide to Equity REIT Investing
        • A Complete Guide to Mortgage REIT Investing
        • A Complete Guide to Investing in Gold
        • A Complete Guide To Investing In Convertible Bonds
        • Investing in Bitcoin, Oil, and Volatility ETFs
        • Carbon Investing and its Effect on Climate Change
        • Farmland Investing
        • The Opportunity and Risk of Frontier Markets
        • Investment Vehicles

        • A Complete Guide to Investment Vehicles
        • How to Invest in Closed-End Funds
        • What Are SPACs and Should You Invest in Them?
        • Money and Economics

        • A Complete Guide to Understanding and Protecting Against Inflation
        • Understanding Web3 Investing
        • Strategy

        • Why You Should Rebalance Your Portfolio
        • What Is Risk vs Uncertainty?
        • Tail Events and Tail Risk
  • Resources
        • General Resources

        • Topic Index
        • Glossary
        • Most Influential Books
        • Member Tools

        • Member - Getting Started Guide
        • Asset Allocation and Portfolio Tools
        • Current Investment Strategy Report
        • All Investment Conditions Reports
        • Strategic and Adaptive Model Portfolios
        • Member Tools and Downloads
        • Member Resources

        • Plus Premium Episodes
        • Submit A Question to the Plus Podcast
        • Member Forums
        • David’s Current Portfolio
        • David's Portfolio Trades
        • Courses

        • Investing in Closed-End Funds
  • Members
  • Join
  • Log In
You are here: Home / Archives for growth stocks

392 Plus: July 2022 Investment Conditions Commentary including Growth versus Value

July 9, 2022 by David Stein · Updated July 21, 2022

In Plus Episode 392, we review economic trends, asset class valuations, and market internals as of early July 2022. We consider whether growth stocks are now attractive relative to value stocks. We also consider how to invest emergency savings in the current environment. … [Read more...]

Filed Under: Money Plus Tagged With: growth stocks, value stocks

385: Is It Time To Invest In Big Tech or Medium Tech Stocks?

May 4, 2022 by David Stein · Updated May 28, 2022

With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet? Topics covered include: What happened to NetflixWhat contributed to the astounding performance of large tech stocks since 2013How the largest contributors to overall stock market performance are always changingWhy the largest tech companies could fall even more from today's levelWhat are the valuations and sentiment toward large … [Read more...]

Filed Under: Podcast Tagged With: fractional shares, growth stocks, technology stocks

342 Plus: Small Cap Value, Lumber Prices, and GBTC Discount

May 15, 2021 by David Stein · Updated February 17, 2022

In Plus Episode 342, we review the performance of value and growth equity indices, consider whether the value style will continue to outperform and analyze the Avantis U.S. Small Cap Value ETF (AVUV) and the Avantis International Small Cap Value ETF (AVDV). We review what is driving the five-fold spike in U.S. lumber prices and the outlook for prices going forward. Finally, we consider how the Greyscale Bitcoin Trust (GBTC) acts like a typical closed-end fund in which the discount to net … [Read more...]

Filed Under: Money Plus Tagged With: AVDV, AVUV, closed-end funds, GBTC, growth stocks, homebuilders, lumber prices, small cap stocks, timber, value stocks

262/263 Plus: August 2019 Portfolio Update, TIPs and a Long/Short Growth Value ETF

August 9, 2019 by David Stein · Updated April 29, 2021

In Plus episode 262/263 for the week of August 8, 2019, we discuss a recent impact investment David made and several investments he chose not to make and why. We compare investing in Treasury Inflation Protection Securities (TIPs) versus investing in I-bonds. Finally, we analyze the Direxion Russell 1000 Value Over Growth ETF (RWVG). … [Read more...]

Filed Under: Uncategorized Tagged With: growth stocks, I-Bonds, inflation-indexed bonds, investment styles, TIPS, value stocks

261: Is Value Investing Dead?

July 24, 2019 by David Stein · Updated August 11, 2023

Why has value investing underperformed growth investing for over twelve years and how to position your portfolio for the eventual rebound in value investing. In this episode you’ll learn: The difference between growth and value investing and why value investing outperforms growth investing over the long-term. How value and growth indices are constructed and how they differ from fundamental indexing. What are the risks and opportunities of investing in concentrated, … [Read more...]

Filed Under: Podcast Tagged With: fundamental indexing, growth stocks, technology stocks, underperformance, value investing, value stocks

102: What It Takes To Be A Value Investor

April 6, 2016 by David Stein · Updated August 11, 2023

Why the value style outperforms growth investing, and what are the attributes of successful value investors. In this episode you'll learn: What drives the long-term performance of stocks. What it takes for a stock to outperform the market. Why growth stocks underperform value stocks. What are the qualities of skilled value managers. What is risk. Show Notes The Oakmark Fund First Quarter 1999 Shareholder Letter by Robert Sanborn The Baupost Group Margin of … [Read more...]

Filed Under: Podcast Tagged With: growth stocks, investment styles, stocks, value investing

Contact | Team | Topic Index


Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

Copyright © 2025 • Disclosures, Privacy Policy, and Cookie Policy • Site by Tempora

Manage Cookie Consent

We use cookies to optimize our website, marketing, and services. 

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Cookie Consent
We use cookies to optimize our website, marketing, and services. We never sell users' data.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}