In his 2016 letter to Berkshire Hathaway shareholders, Warren Buffett argues that the resilience of the railroad business makes it an attractive investment, writes Validea CEO John Reese in a…
Tag: Validea
Buffett and 3G Capital Might Like These Picks
While the private-equity firm 3G Capital and Buffett’s Berkshire Hathaway have teamed up on a few headline deals (such as the acquisition of H.J. Heinz and the subsequent merger of…
Buffett Revisited
The Oracle of Omaha is an investment legend whose tireless work ethic and down-to-earth philosophy has helped him grow Berkshire Hathaway into one of the largest companies in the world.…
Making Friends With Bear Markets
If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for…
Apple vs. Google, and Other Market "Playoff" Matchups
With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses,…
Be Like Buffett: Go Low -- Low-Beta, That Is
Conventional wisdom has long held that, in investing, greater risk leads to greater reward. But over the past couple years, new research has turned that idea on its head, and…
When It Comes To Growth Or Value, Have Your Cake And Eat It Too
It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion.…
Would Lynch, Buffett, and Graham Like Apple, Facebook, and GE?
How do Apple, Facebook, Berkshire Hathaway, and other market giants stack up against the strategies used by history’s greatest investors? In his latest column for Forbes.com, Validea CEO John P.…
Value Portfolio, Meet Big Mo'
Much like a shot of nutrient-rich wheatgrass can add a “power boost” to your morning smoothie, a shot of momentum can add a big boost to your value investing portfolio,…
Don't Get Spooked By Value Stocks
Value stocks may have underperformed growth stocks for several years now, but Validea CEO John Reese says investors would be wise not to pronounce value investing dead anytime soon. “Given…