Though AI is the all the rage on Wall Street, with inflows in the billions, famed investor and vice chairman of Berkshire Hathaway Charlie Munger hasn’t jumped on the bandwagon,…
Author: Validea
New Trading Firm Backed By Media Veterans
A team of seasoned U.S. journalists are launching a trading firm called Hunterbrook, which will utilize their own investigative reporting to determine which trading moves to make, reports an article…
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
In this episode, we are joined by Heather and Doug Boneparth, co-authors of the Joint Account blog. Heather and Doug share their own experience with respect to money in their…
Quantifying Self-Attribution Bias with Meng Wang
When fund managers outperform, they tend to attribute it to their skill. When they underperform, they tend to blame external factors. While that information has been known for some time,…
Investing In Sectors: A Look at the 11 Sector ETFs
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the…
Is Value Investing Dead? 😨
With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing…
All Weather Investing with Eric Crittenden
In this episode, we talk all weather investing with Standpoint’s Eric Crittenden. We discuss the case for an all weather strategy relative to a stock and bond portfolio, the challenges…
Navigating the Magnificent Seven's Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when…
New Podcast | The OPEX Effect
The OPEX Effect is a new joint podcast offered by Excess Returns and SpotGamma that looks at the impact of options flows on the market and the most important lessons…
The Business of Franchising
In this episode, we look at the basics of franchising with FranNet’s Ben Terrill. We discuss the types of businesses that can be setup via franchising, the pros and cons…