By Justin J. Carbonneau (@jjcarbonneau) — Warren Buffett and others have long advocated buying companies with moats around their businesses. Strong brand loyalty (Disney), economies of scale (Walmart), innovation (Google),…
Day: April 2, 2019
An Energetic Defense of Stock Screening
A recent article in Forbes levels a lengthy rebuttal against what the author describes as an “attack” on stock picking as a viable investment strategy. Contributor Marc Gerstein wrote in…
Top Stockpicker Steps Off Hedge Fund Stage
An article in Barron’s reports that Steve Mandel–“the most successful fundamental stock picker of them all”—stepped down as portfolio manager of Lone Pine Capital in January. The article notes that…