The use of alternative data by the active investment community underscores the movement toward alternative data and computer analysis to improve returns and attract clients, according to a recent article…
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Where have all the Star Stock Pickers Gone?
By John Reese (@guruinvestor) — The days of the star stock picker are largely gone, but aspects of their investment genius live on in other ways. In the mid to…
Ritholtz on the Question of When to Sell Stocks
The decision of when to sell a stock, according to Bloomberg columnist Barry Ritholtz, is “perhaps the most overlooked and underappreciated problem in finance.” Ritholtz provides a list of questions…
Dividend Growth and Dividend Yield Strategies
Dividend growth and dividend yield-focused investing approaches, two of the most popular, are not actually separate strategies, according to a recent article in Barron’s. Dividend growth, the article explains, focuses…
Ritholtz on Bulls and Bears
To determine whether you harbor a bullish or bearish viewpoint, writes Bloomberg columnist Barry Ritholtz, requires that you consider the causes of the current stock market rally. Ritholtz, a self-proclaimed…
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] Some Thoughts On Improving the Predictive Value of Morningstar’s Ratings [2] Klarman Warns that Investors…
The Biggest Failure of the Investment Management Industry
By Jack M. Forehand (@practicalquant) — The investment management business has improved dramatically in the past twenty years. The days of brokers selling high priced products to unsuspecting consumers that…
Peter Lynch Protégé Says "Stocks are Fine Today"
Jeff Vinik, who ran Fidelity’s famed Magellan Fund from 1992 until before he left the firm in 1996, became well known for his aggressive investing style, according to a recent…
Ackman Efforts to Boost Pershing Share Price May Not Work
Since May, Bill Ackman’s hedge fund has bought back more than 2.8 million shares of the publicly-traded version of its investment fund, according to a recent Bloomberg article, “essentially taking…
Can Behavioral Economics Be a Channel to Profits?
Psychological biases lead to market overreaction and underreaction, and it can be difficult to discern which is happening at any given point, according to a recent article in Bloomberg. “For…