A Patient Prospector's Blog
We offer our latest thought leadership on our Blog.
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Start Here – A Patient Prospector
Welcome to A Patient Prospector! I’m John Buckingham, Editor-in-Chief and co-founding Executive Director at wealth management firm Value87 Investment Partners. At A Patient Prospector, we believe successful investing rarely comes from knowing what the market will do next. It comes from knowing what you own, then doing the work: studying […]
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Market Observations for November 2, 2026
John Buckingham
“It was déjà vu all over again,” to quote Yogi Berra, as the final trading week of October was a rerun of the week prior, with the lead for Value over Growth since Halloween 2025 expanding and investors receiving another reminder that it is a market of stocks and not […]
Market Observations for October 26, 2026
John Buckingham
With the lead for Value over Growth since Halloween 2025 widening last week, we were again reminded that it is a market of stocks and not simply a stock market. Indeed, stocks that score more favorably on fundamental valuation metrics have been performing much better of late,… …while the sharp […]
Market Observations for October 19, 2026
John Buckingham
Understanding that anything can happen in the financial markets as we move forward and that the financial press exists to attract eyeballs, The Wall Street Journal strikes again! With U.S. inflation, as measured by the Consumer Price Index, accelerating to 3.7% in September, the publication in its top story on […]
Market Observations for October 12, 2026
John Buckingham
Conceding that it was not the best week for those with significant exposure to the AI Buildout (a theme we continue to view favorably) as the average loss for the 25 stocks in the table below since the end of June widened to 3.3%,… …the major market averages all gained […]
Market Observations for October 5, 2026
John Buckingham
Sales Alert The fickleness of short-term-oriented traders again was on display last week with some of the stocks involved in the AI Buildout, so we continue to like our strategy of taking a little money off the table on names that have appreciated sharply in value to become larger weights […]
Market Observations for September 28, 2026
John Buckingham
Certainly, we respect that the Bloomberg 3000 Value index ended in the red last week (as did the S&P 500 Equal Weight index and the Russell 2000 SmallCap index), cutting into the performance advantage since last Halloween for inexpensively priced stocks,… …while we concede that there has been tremendous dispersion […]