After less than 3 months, Bill Ackman of Pershing Square Capital Management is dumping his stake in Netflix, Bloomberg reports. The company decided to ditch its investment after the streaming…
Author: Validea
Baird Portfolio Manager Wins Morningstar’s Top Prize
Chief Investment Officer and the lead fixed-income portfolio manager Mary Ellen Stanek at Baird has been awarded Morningstar’s 2022 Outstanding Portfolio Manager prize, reports CityWireUSA. This was Stanek’s third time…
What We Can Learn From People Who Hate Retirement
Many people dream about retirement during their 30 or 40 years in the workforce, but what happens when that dream falls short in reality? That’s a question posed in an…
Odds Of U.S. Recession 35%, Says Goldman Sachs
If history has anything to say, the Fed has a rough road ahead as they try to tighten monetary policy enough to stem inflation and still avoid a U.S. recession.…
How Top Tech Investor Mary Meeker Sees The World Now
In an interview with Barron’s, Mary Meeker of Bond Capital discussed her long career championing tech, from her early days at Morgan Stanley where she touted Amazon, Microsoft, Apple, and…
CalPERS Rebukes Buffett
The largest public pension fund in the U.S., the California Public Employees’ Retirement System (Calpers), will vote in favor of a shareholder proposal requiring Berkshire Hathaway to remove Warren Buffett…
Jack Schwager on What We Can Learn From History’s Best Traders
In this episode we speak to Jack Schwager. Jack is the author of the Market Wizards series of books and has been studying the best traders for decades. He has…
The Importance of Intangible Assets
By Jack Forehand, CFA, CFP® (@practicalquant) — I started out my career as a Price/Book guy. It certainly wasn’t the only value factor I used, but I would defend it when it came…
Sell In May & Go Away Might Be The Best Strategy This Year
The old adage “Sell in May and go away” might be especially true this year, posits an article in Barron’s. As the war in Ukraine rages on, inflation rises, Covid…
Brookfield’s Flatt Shares Secret Behind 3700% Return
Take chances but avoid big mistakes, advises Bruce Flatt of the Toronto-based Brookfield Asset Management Inc. one of the largest alternative-investment companies in the world. He spoke with David Rubenstein…