Benjamin Graham is known as the Father of Value Investing, and this video from the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School offers a great look…
Warren Pieces: Berkshire's "Earnings Reality"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1980 Letter to Shareholders, Warren Buffett talked about how he assesses different types of earnings.…
Picks For A Surprisingly Strong Healthcare Sector
The healthcare sector has been enjoying a good 2014 despite some big headwinds, and in an interview with Fox Business Network, Validea CEO John Reese looks at how his Guru…
Mauboussin On "Hitting .400" In Today's Investing World
In a great interview with Barry Ritholtz on Bloomberg View, Michael Maboussin of Credit Suisse and Columbia University offered some intriguing insights into the role of luck in investing, and…
Rosenberg Still A Bull -- For Now
David Rosenberg, the long-time bear who turned bullish fairly recently, says he’s getting frustrated with the US economy. (more…)
Embrace Imperfection
All investors wish they could be right all the time, or something close to it. But in his latest for Seeking Alpha, Validea CEO John Reese says that trying to…
The Investor's Diving Board Dilemma
To jump or to tiptoe, that is the question. In a recent piece for the New York Times, Jeff Sommer looks at the issue of whether investors looking to deploy…
Gundlach: Watch Out for 2020
Few market commentators can make forecasts that stretch five or six years out that are worth listening to. But bond guru Jeffrey Gundlach has the track record that makes his…
Correction Timing A Dangerous Game, Ritholtz Says
Trying to predict the next market correction? Barry Ritholtz has some advice for you: Don’t. (more…)
Warren Pieces: How To Deal With Mr. Market
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1987 Letter to Shareholders, Warren Buffett talked about what he learned from the great Benjamin…