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Day: July 7, 2021

Goldman: Inflation Will Do a Number on Stocks
4 years ago
Goldman: Inflation Will Do a Number on Stocks

A new study by Goldman shows that stocks will do well if inflation remains muted, but an escalating consumer price index (CPI) will hurt returns. This according to a recent…

Paul Tudor Jones: If Fed Ignores Prices, “Go All In” on Inflation Trades
4 years ago
Paul Tudor Jones: If Fed Ignores Prices, “Go All In” on Inflation Trades

Last month, billionaire hedge fund manager Paul Tudor Jones told CNBC that he’s paying close attention to the Fed given the rise in consumer prices. If the Fed treats the…

What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts
4 years ago
What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts

We have reached our 100th episode of Excess Returns. We have been privileged to speak to some of the smartest investors we know over the course of the 18 months…

Recent Original Research
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Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
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Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
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Ten Top Benjamin Graham Stocks – September 2025
Benjamin Graham established the foundation of value investing by developing systematic methods for identifying underpriced securities—concepts that continue to guide today's investors. His most notable student, Warren Buffett, demonstrates how Graham's principles can create lasting wealth. Graham's...
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