The Return of Value Investing

Value investing spent fifteen years out of fashion. This year, it's beating the index almost everywhere you look — energy up roughly 20%, industrials 17%, healthcare 15%, utilities 14%, financials 12% — while the S&P 500 sits near 8–9%. This week we dig into the return of value investing and what the greatest investors of all time can teach us right now.
 
On this week's Money On Tap, we go deep on the tradition that runs from Benjamin Graham through Warren Buffett and Charlie Munger: buying good businesses at sensible prices, collecting the dividends they pay you, and letting compounding do the heavy lifting. We explain why value went dark from roughly 2009 to 2025 — cheap money was rocket fuel for growth stocks — and why higher interest rates have flipped the script: growth borrows, value pays you. We connect the rotation to worn-out tech traders taking gains, the 401(k) flywheel, and the demographic engine underneath it all — roughly 10,000 baby boomers reaching retirement age every day, all needing present-day income. Plus Pepsi's 53-year dividend streak and a candid conversation about when mutual funds and ETFs stop making sense and direct stock ownership starts.
 
What you'll learn:

• The sector scoreboard: energy ~20%, industrials ~17%, healthcare ~15%, utilities ~14%, financials ~12%, staples ~9% — vs. the S&P 500 near 8–9%
• Graham vs. Buffett: buy cheap and sell at fair value, or buy outstanding businesses and hold for decades
• Munger's rule: "The big money is not in the buying or the selling, but in the waiting"
• Why low interest rates buried value for fifteen years — and why higher rates brought it back
• Margin of safety: the idea that protects you when you're wrong
• Why money is rotating into companies that pay you to own them — dividends over promises
• The demographic engine: 10,000 boomers a day retiring and the demand for present-day income
• The compounding story: Buffett's American Express dividends now exceed his entire original investment — every year
• When funds stop making sense: the case for direct stock ownership at higher net worth

Plus Money In The News:

• SpaceX says it's coming for AT&T, Verizon, and T-Mobile customers — but does satellite cell service actually work?
• The Treasury has refunded $100 billion in invalidated tariff revenue to companies — and none of it is coming back to you
• A tale of two housing markets: luxury demand surges while starter-home buyers finally see inventory

Want a white paper on this week's topic? Email us at info@yourmoneyontap.com and we'll send it over.
 
Read our most recent Blog Post on this topic here: https://www.fmgwebsites.com/d772de05-9833-44e4-9676-f510f85cef74/blog/the-return-of-value-investing-why-boring-profitable-companies-are-winnin
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Browse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tap
 
Contact Us

• Phone: 855-226-8551
• Email: info@yourmoneyontap.com
• Office: 116 South River Road, Bedford, NH 03110
• Web: brayshawfinancial.com

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. and Brayshaw Financial Group do not provide tax or legal advice. Index and sector figures cited are approximate year-to-date values as of the air date, drawn from sources believed reliable, and subject to change. Dividend payments are not guaranteed and may be reduced or eliminated at any time. Past performance is not a guarantee of future results.

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