Value investing is in the doldrums, but billionaire fund manager David Einhorn says that eventually things will turn around. This according to a recent CNBC interview. Einhorn argues that the last…
Day: November 7, 2017
Tech Sector Heavy Hitters: The Only Market Constant is Change
By John Reese (@guruinvestor) — There are precious few certainties when it comes to the stock market, but there’s one that should be written in permanent ink and glued to…
For Hedge Funds, Being Like Buffett Isn't Easy
While Warren Buffett’s track record is appealing to large private equity firms, his buy-and-hold strategy (averaging 10-20 years rather than the hedge fund industry norm of 3-5 years) can be…
Bloomberg's Kaissar Weighs-In on Morningstar Fund Ratings
In a recent article, Bloomberg columnist Nir Kaissar challenges the rationale of a Wall Street Journal article suggesting that Morningstar mutual fund ratings lead investors to “assume erroneously” how those…