Positing that the earnings estimates for the S&P 500 for 2022’s first quarter are “overly pessimistic,” strategists at JPMorgan Chase & Co. believe that Corporate America will easily surpass those…
Day: April 28, 2022
Value Veteran Dreifus Balks At Banks
In an interview with CityWireUSA, value veteran Charlie Dreifus and manager of the Royce Special Equity fund discussed his sometimes-unusual approach to investing. Under his management, the $921.3 million small-cap…
Buffett’s $11.6 billion Deal That Started With a Dinner
One of Warren Buffett’s biggest acquisitions in recent years began at a dinner in New York City between the legendary investor and the CEO of Alleghany Corp., Joseph Brandon, reports…
Alpha Boils Down To One Thing In Active Management
Picking the right stocks is the single most important thing to generate alpha, contends an article in Institutional Investor. According to a recent study from Inalytics that is cited in…