If you follow the lead of media hype in your investment decisions, writes InvestmentNews senior columnist John Waggoner, you “might meet the same fate as most contrarians: Flat on the…
Top Stock Picker Follows Graham and Dodd
“For the second consecutive year, the top stock picker is a practitioner of the valuation model introduced in the 1930s by Columbia University professors Benjamin Graham and David Dodd,” writes…
Pushing the Envelope Has Paid Off for Select Hedge Funds
On the whole, the past year hasn’t been great for hedge funds, but those who “ventured far afield” seemed to do better, according to a recent article in The Wall…
Mauboussin on Active Vs. Passive Management
A paper co-authored by Michael Mauboussin of Credit Suisse addresses important issues to consider in relation to the continued and increasing shift from active toward passive fund management. Those investors…
Jason Zweig on Investing Fact Versus Fiction
The human mind seeks to “confirm its pre-existing beliefs while ignoring warning signs that we might be wrong,” writes Jason Zweig of The Wall Street Journal. He uses the example…
Words of Wisdom from Byron Wein
When asked to share what he had learned over his first 80 years while addressing an investment conference back in 2013, Blackstone’s Byron Wein shared valuable insights on business and…
Siegel Says Stay in Stocks
As the Dow continues to climb amidst conjecture by some around a possible market decline, Wharton professor Jeremy Siegel thinks investors shouldn’t avoid buying stocks, according to a CNBC article…
The Dow: A Case for Active Management
Since its inception in 1896, the Dow Jones Industrial Average (DJIA) has beaten the S&P 500 for “long stretches of time,” says a MarketWatch article from last week. As the…
Brazilian Billionaire: "When It's Bad, I Buy"
Luiz Alves Paes de Barros has made a killing by “wagering on stocks almost no one else seemed to want,” says a recent Bloomberg article. The sixty-nine-year-old is known as…
French Buffett Deserves a Look
Vincent Bolloré’s investment vehicle, Bolloré SA, has outperformed Buffett’s Berkshire Hathaway over the past 20 years (16.8% per year versus Berkshire’s 10.6%), but lately the “French Buffett’s” results have been…