In a recent CNBC interview, New York University Professor Aswath Damodaran discusses Apple’s valuation, and in the process lays out a great example of what true value investing is. Damodaran…
Tilson On His New Strategy
In his annual letter to clients, top value investor Whitney Tilson says he is getting back to basics now that he is managing money on his own. “I truly believe…
Berkowitz Expects AIG, BOA To Quadruple in 5-7 Years
Top fund manager Bruce Berkowitz says he believes financials like AIG and Bank of America remain the best value opportunities in the market right now, even though they jumped sharply…
Why You Should Welcome Weak GDP Forecasts
On Amazon.com’s Money & Markets blog, Validea CEO John Reese discusses the low-growth expectations for the U.S. economy — and why he likes them. “No, I’m not heavily short on…
Gross on the "Credit Supernova"
In his latest Investment Outlook, PIMCO’s Bill Gross says that the U.S. is heading toward a “credit supernova”, with exponentially rising amounts of credit leading to an eventual implosion of…
Zweig: Fund Flow Lessons Are Complicated
About $66 billion has flowed into stock funds and exchange-traded funds this year, leading some to say that it’s a contrarian sign to sell stocks. But on The Wall Street…
Beating The Market With Simplicity -- And Discipline
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joel Greenblatt-inspired strategy, which has averaged annual…
Rosenberg on the "Great Rotation" Myth
Many have said that the influx of money into bonds in recent years means a “Great Rotation” could occur — in which money pours back into stocks as investors’ risk…
Shiller Talks Equity Valuations
Yale Economist Robert Shiller says he thinks stocks are priced to return less than their historical averages, but that they should still be a substantial part of an investor’s portfolio.…
A Guru Year In Review
While 2012 was a good year for stocks, it was slightly better for John Reese’s Guru Strategies — especially for the oldest approach of all. Reese’s Benjamin Graham-based 10-stock portfolio…