An article in The New York Times describes a trend in Silicon Valley whereby employees of tech start-ups are leaving to form new businesses, gaining support from “mafia” networks of…
Day: April 18, 2019
Warren Buffett's Next Deal Looms Large
In this year’s letter to Berkshire Hathaway shareholders, billionaire CEO Warren Buffett wrote that the mere thought of completing another big acquisition “is what causes my heart and Charlie’s to…
Successful Investing: Process Elements and Personality Traits
“To be good investors or research analysts, we need the right genetic predisposition and then must create the right circumstances to practice and hone these skills,” writes Joachim Klement, CFA…
Manager Says Stock Price Gap Signals Opportunity
The valuation dispersion occurring in the market is presenting the “opportunity of a decade,” according to a recent article in Bloomberg. The article reports that a portfolio manager at the…
Rules for Small-Cap Investing
An article in Bloomberg last month profiles Samantha Lau, co-chief investment officer of small and SMID growth strategies at AllianceBernstein. Lau subscribes to some basic rules of small-cap investing, including:…
Fund Fees, Already Driven to Zero, May Have Farther to Fall
A recent New York Times article reports that “something mind-boggling in on its way” with respect to investment fees, which it says “have dropped so low that you may have…