A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1989 Letter to Shareholders, Warren Buffett talked about why Berkshire’s long-term approach has some nice…
Author: Validea
Top Bond Fund Manager Likes Stocks
Top bond investor Kathleen Gaffney thinks bonds are very risky, and has made stocks and cash a major part of her portfolios. (more…)
Sonders: Secular Bull Rolling On, But Don't Get Greedy
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks the US is still well positioned compared to the rest of the world, but she also thinks it’s not a time…
Fisher On The Impact Of War On Markets
While many investors are worried that several conflicts around the globe will mean disaster for stocks, Kenneth Fisher says history offers a different lesson. (more…)
Northern Exposure: Quant Models in Canada
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at the performance of his guru-inspired Canadian portfolios, which just had their 4 year anniversaries. (more…)
Benjamin Graham's Lasting Legacy
Benjamin Graham is known as the Father of Value Investing, and this video from the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School offers a great look…
Warren Pieces: Berkshire's "Earnings Reality"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1980 Letter to Shareholders, Warren Buffett talked about how he assesses different types of earnings.…
Picks For A Surprisingly Strong Healthcare Sector
The healthcare sector has been enjoying a good 2014 despite some big headwinds, and in an interview with Fox Business Network, Validea CEO John Reese looks at how his Guru…
Mauboussin On "Hitting .400" In Today's Investing World
In a great interview with Barry Ritholtz on Bloomberg View, Michael Maboussin of Credit Suisse and Columbia University offered some intriguing insights into the role of luck in investing, and…
Rosenberg Still A Bull -- For Now
David Rosenberg, the long-time bear who turned bullish fairly recently, says he’s getting frustrated with the US economy. (more…)