By Justin J. Carbonneau (@jjcarbonneau) — Cash may be one of the most boring things to talk about when discussing a company and its investment prospects. Things like a company’s…
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A List of Investing Dos and Don'ts
In a September memo, Oaktree Capital’s Howard Marks outlined six investment options for a “low-return world.” In a follow-up article from Bloomberg, author Ben Carlson presents the pros and cons…
Systematic Selling Helps Keep Emotions In Check
By John Reese (@guruinvestor) — Deciding what stocks to buy and when to buy them is a question that can plague investors. But deciding if and when to sell can…
GMO: Don't Blame Pricey Market Solely on Tech
A paper published last month by GMO argues that the market’s current elevated valuations should not be blamed solely on the technology sector. Still, it says the market is expensive…
Market Divergences Making Traders Nervous
As earnings season winds down and investors turn their attention to tax policy negotiations, a number of market signals are causing concern for analysts, according to a recent article in…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Most Hated (And Most Loved) Investing Factor [2] The Importance of Expectations…
The Truth About Stock Market Anomalies
A recent Wall Street Journal article outlines findings of a research paper published earlier this year that challenges widely held beliefs about market “anomalies.” According to the article, the researchers…
Nasty Capital Gains Season is Underway
A rising stock market carries with it some hefty tax bills for mutual fund shareholders, according to a recent Morningstar article. Many active funds have been dealing with asset outflows…
Insights from Fidelity's Veteran "Low-Price" Fund Manager
In a recent Wall Street Journal interview with Joel Tillinghast, the 28-year veteran manager of Fidelity’s Low-Priced Stock Fund discussed his view that investing is “as much about avoiding mistakes…
The Importance of Expectations in Investing
By Jack M. Forehand (@practicalquant) — To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio…