Trying to predict how AI will transform the investment industry? Look back to how computers changed the industry in the 1980s, posits an article in Morningstar. Back then, computers offered…
Author: Validea
Joel Greenblatt Magic Formula Stock Screen: Intersection of Warren Buffett & Ben Graham in One Model
This week we use the Magic Formula, developed and written about by Joel Greenblatt in his book, The Little Book that Beats the Market. Today’s Screen: X Pass the Earning…
Before Buying This ETF, Read The Ingredients
What measure to use to determine what’s a value stock and what’s a growth stock is an ongoing debate, and especially relevant now, when Microsoft—typically not considered a value stock—is…
The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing…
Ideas From the Father of Value Investing
Benjamin Graham is often considered to be “the father of value investing” and an article in Forbes discusses the two models created on his philosophies: the AAII Graham Defensive Investor…
Buffett Slashes Activision & Bets On Homebuilding
As Activision Blizzard’s proposed merger with Microsoft runs into roadblocks, Warren Buffett has cut Berkshire Hathaway’s stake in the video-game maker by 70%, according to a filing this week that…
Untangling the Challenging Rules of Inherited IRAs
Inherited IRAs can be very challenging for investors to understand. Not only are there a series of different rules that govern how money must be withdrawn from them in each…
Lessons from Evaluating Investment Managers with Clare Flynn Levy
In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare…
Navigating Fear: Lessons from Great White Sharks and Bear Markets
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family. There was lots of beach time, but I had a ringing in my ear…
A Quant and a Financial Planner Discuss Factor Investing
In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are,…