At the Future of Everything Festival, The Wall Street Journal spoke with activist investor Bill Ackman about his firm’s investment in Domino’s Pizza and his thoughts on inflation and cryptocurrencies.…
Day: June 21, 2021
Why This Value Manager Thinks Alibaba is a Bargain
A recent article in Barron’s offers excerpts from an interview with Samantha McLemore, who has worked with fund manager Bill Miller for twenty years and launched her own firm, Patient…
Some Quantitative Alternatives to the 60-40 Portfolio
In a world where inflation is not a threat, a standard 60-40 portfolio does an excellent job of providing growth, while also limiting downside when stocks get choppy. You don’t…
The Next Generation of ‘Would-Be Buffetts’
The era of traditional value investing is undergoing a sea change, a good time to look ahead to how the next generation of investors are managing their money. This according…