Every year, droves of shareholders attend the Berkshire Hathaway annual meeting, some lining up before sunrise to get front row seats. The high point of the event is the question-and-answer…
Author: Validea
When the Going Gets Tough, the Rich Take a Hike
A new study has found that folks in the top 0.1% tax bracket run for the exits fastest on the days when market volatility spikes (according to government data collected in 2008 and…
Lazlo Birinyi—a Bull or a Bear?
Before Lazlo Birinyi opened his Westport, Connecticut research and asset-management firm in 1989, he honed his skills at Salomon Brothers on a trading desk run by Michael Bloomberg. Today, he…
Hedge Fund Heavy Hitters Offer Range of Outlooks & Predictions
As the hedge fund industry continues to struggle to justify high fees and awful returns, some of this year’s speakers at the Sohn Investment Conference addressed how the largest funds…
David Wallack on Attractive Value Stocks
Value stocks seem to be staging a comeback, but many are still trading at 30%-40% below their highs, and a significant opportunity may still exist. At least that’s the view…
Guru Stock Screen of the Week: In Search of Top Scoring Buffett-like Stocks
Berkshire Hathaway recently disclosed that it purchased $1 billion of Apple stock, which deviates from Buffett’s typical mentality to avoid technology stocks because he doesn’t understand them. The Apple purchase…
Big Opportunity In Small Stocks?
It’s no secret that the market doesn’t look too cheap right now. In fact, by many measures, it’s overpriced. But the difference in the valuation of small stocks and large…
Charles Brandes Gives Tips for Savvy Value Investing
Charles Brandes, founder and Chairman of Brandes Investment Partners, is a disciple of the Benjamin Graham school of value investing. He has made much of his wealth managing funds that…
Billionaire Ray Dalio Calls Himself a “Professional Mistake Maker”
It seems that being a billionaire doesn’t necessarily overshadow one’s humility. Ray Dalio runs Bridgewater Associates, the world’s biggest hedge fund, which he started in a two-bedroom apartment 40 years…
Sell In May Works -- But Be Careful
In his latest column for Canada’s Globe and Mail, Validea CEO John P. Reese says that while the “Sell in May” phenomenon seems to be a real force in the…