In a recent interview with Barron’s, Davis Advisors’ chairman and portfolio manager Chris Davis shares valuable insights for investors regarding the current market environment. Here are some key takeaways: The…
Day: June 9, 2020
Oakmark’s Nygren: Selloff Reminiscent of Older Bear Markets
In a recent interview with CNBC, Oakmark’s Bill Nygren discusses the recent market selloff and identifies areas of opportunity for investors. Nygren notes that the recent market selloff related to…
Oxford Economics: U.S. Stocks Expensive
U.S. stocks are expensive no matter how you slice is, says Oxford Economics, and could “come under pressure as geopolitical tensions escalate.” This according to a recent article in Bloomberg.…
Mauboussin on Popular Delusions and Myths
In a talk given in January to the Greenwich Roundtable (a non-profit organization that provides independent education for investors), Michael Mauboussin of Counterpoint Global debunked the following four investing-related myths:…
"Aswath Damodaran Says “Go Back to Basics” Regarding Valuations
In a speech he delivered at this year’s CFA Institute Annual Virtual Conference, NYU finance professor Aswath Damodaran said, “It is precisely times like these that matter most. You need…
Investors Require Focused Expertise from Advisors
A recent article from Brinker Capital discusses the concept of focused expertise and the importance for investors of finding it in a financial advisor. “The lines between knowing about, knowing…