Do college graduates looking to get into public markets have the same opportunities now than they did in 1979? That question was posed by CNBC to well-known investor Seth Klarman,…
Day: July 3, 2023
Arnott: Fed Will Destroy Economy To Save It
“The Fed’s goal is to destroy the economy in order to save it,” says Research Affiliates’ founder and chairman Rob Arnott in an interview with Fox Business News, using the…
Lessons from the Epsilon Connect Conference
In early June, Matt attended the Epsilon Connect conference. The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect…
Using Peter Lynch's GARP Method To Find New Stock Ideas
Introducing “Validea’s Stock Screen of the Week,” a new series on the Validea YouTube Channel. Join us as we explore the strategies of renowned investors such as Warren Buffett, Peter…
Building a Six Factor Model Using Intangible Value with Kai Wu
In this episode, we speak with Sparkline Capital founder Kai Wu about his excellent recent paper “Intangible Value: A Sixth Factor”. We discuss his research on the importance of intangible…