A new private equity fund created by BlackRock is intended to hold companies for “up to forever” while addressing the issue of high fees, according to an article in Institutional…
Day: June 25, 2019
Remembering John Neff
An article in Barron’s remembers legendary investor and long-time Barron’s Roundtable member John Neff, who died earlier this month at 87. “Neff favored deeply unloved stocks with hidden potential,” the…
Zweig: Think Before Buying Chinese Stocks
In a recent article for The Wall Street Journal, columnist Jason Zweig argues that although many U.S. investors appear to be increasing their exposure to China (hoping for high returns…
Paul Tudor Jones: Buy Stocks
The prospect of market highs and an interest rate cut—fueled by our trade woes with China–spell opportunity for investors in the stock market, says billionaire trader Paul Tudor Jones. This…
Eddie Brown, the "Oracle of Apopka" is One of Wall Street's Best Untold Stories
The founder and CEO of Brown Capital Management has a simple approach: Find businesses that “save time, money, headaches and lives”—then figure out whether management has the skills necessary to…
How You Can Win Arguments About the Stock Market
A recent article for Fortune by Ben Carlson of Ritholtz Wealth Management says you can win any argument about the stock market by “simply changing your start or end dates…
European Stocks Appeal to This Investor with $837 Billion
A recent article in Bloomberg reports that Manulife Investment Management is on the brink of overweighting European stocks after the region’s equities saw the worst tumble in more than three…
Yale's Endowment Fund Lagging the S&P 500
Although Yale University’s endowment fund—and its chief investment officer, David Swensen—have enjoyed a stellar reputation in the industry for decades, a recent article in Morningstar argues that the fund’s reputation…
Warren Buffett: Investors Should Stop Picking Stocks
Warren Buffett claims that owning the S&P 500 index through a low-cost index fund will deliver about the same results as if he chose the stocks, “and maybe slightly better.”…
Jim Grant on Upside-Down Interest Rates
In an article for Barron’s last month, Grant’s Interest Rate Observer founder and editor James Grant offers insights regarding the repercussions of an ultra-low interest rate environment. Grant quips, “You…