An article in Barron’s lists twelve potential “elephant sized” acquisitions for Berkshire Hathaway to consider based on analysis by a Credit Suisse team of analysts. The team, called HOLT, created…
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The Bull Market Hasn't Fixed Public Pensions
Public retirement systems across the country are suffering from a “slate of problems” that the bull market has failed to repair. This according to an article in The Wall Street…
When the Best Investors Disagree
By Jack Forehand (@practicalquant) — Within the past year, I have been fortunate to interview some of the smartest minds that I know in investing for our Five Questions series.…
When Will Value Investing Outperform Growth?
The current market cycle is testing the patience of value investors, according to an article in Barron’s. “Although value managers haven’t lost money, they have watched growth managers steadily pedal…
Market Movements and Generational Mindsets
An article in CFA Institute shares the opinion of Fundstrat Global Advisors co-founder Thomas Lee, CFA, that “major economic shifts occur in tandem with generational milestones.” “Generations drive markets way…
The Death of the Traditional Passive Fund
Fidelity’s annual global institutional investor fund survey, released in March, showed that institutional investors plan to turn more toward active strategies and smart beta products in the coming years. This…
Hulbert: Surprising Connection Between Bull Market and Share Buybacks
A research study published last year in the Financial Analysts Journal found that net buybacks account for the bulk of the intermediate- and longer-term differences in stock market returns around…
Is GARP Investing Still Golden?
An article in CFA Institute discusses the methodology and performance of growth-at-a-reasonable-price (GARP) investing, a style popularized by Fidelity manager Peter Lynch. “Most investors,” the article says, “are inclined toward…
Buffett: Delta Purchases Broke 10% Threshold by Mistake
Warren Buffett said that Berkshire’s increased stake in Delta Airlines mistakenly breached his comfort threshold of 10% due to buybacks by Delta. This according to an article in Bloomberg. The…
Five Questions: Factor Investing with Jim O’Shaughnessy
By Jack Forehand (@practicalquant) Factor investing has grown dramatically in recent years. But it is far from new. As those of us who invest using factors seek to learn more…