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Day: May 19, 2020

5 years ago
Market Is Not Overvalued, Says Bill Miller

Miller Value Partners founder Bill Miller does not see the market as overvalued, according to a recent CNBC article. “If you look at the overall market,” Miller said, “we’re trading…

5 years ago
Howard Marks Says Distress Coming, Fed Support Isn’t Forever

Oaktree Capital co-chairman Howard Marks says that while the Fed’s efforts have bolstered debt prices, the support is temporary and credit markets will become distressed when the Fed support lets…

5 years ago
Hedge Fund Managers’ Best Ideas Not Better Than Others

A new study of the stock-picking results of nearly 1,500 hedge funds over a 20-year period found that managers’ highest-conviction ideas are not necessarily better than any others. This according…

5 years ago
The Pandemic Impact on Berkshire Hathaway

A recent Morningstar article offers insights from senior analyst Gregg Warren regarding the impact the pandemic will have on Berkshire Hathaway. Here are some highlights of Warren’s comments: It is…

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In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
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The Reversion of International Stocks: A 2025 Story
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Peter Lynch stands among the most celebrated investors in modern financial history, having transformed Fidelity's Magellan Fund from a modest $18 million portfolio into a $14 billion powerhouse during his tenure from 1977 to 1990. Under his...
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