Over the past decade or so, investors — particularly institutional investors — have focused more and more on private equity as a way to get exposure to small, potentially high-growth…
Author: Validea
Warren Pieces: Buffett On Professional Investors, And The Path To Hell
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1985 Letter to Shareholders, Warren Buffett offered his thoughts on why professional investors create instability in…
Bogle Distrusts Corporate Earnings
Legendary Vanguard Founder Jack Bogle says that the stock market’s gains over the past decade look reasonable — if you trust the accuracy of corporate earnings. And he doesn’t appear…
Five Fixed Income Misconceptions
In a recent piece for Forbes, top bond fund manager Bonnie Baha of DoubleLine offers five common — and dangerous — misconceptions about the fixed income market. (more…)
What You Don't Know About Small Caps
Small-cap stocks have taken a pounding in recent months, but Francis Gannon of Royce Funds recently offered some intriguing data indicating that fundamental-focused investors would be wise not to quit…
Buffett-Inspired Bargains In The Great White North
In a recent piece for Canada’s Globe and Mail, John Heinzl used Validea’s Warren Buffett inspired strategy to look for market bargains in Canada. (more…)
Warren Pieces: Why Buffett Wants His Stocks To Fall
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2011 Letter to Shareholders, Warren Buffett offered his thoughts on why he sometimes hopes that his…
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Do IPOs Signal Trouble? Hardly, Says Fisher
Some have been wondering whether the amount of initial public offerings recently is a sign of euphoric sentiment in the market. But Kenneth Fisher says it’s not the number of…