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9 years ago
Buffett on Bubbles: A “This Can’t Go Wrong” Mentality Gets Investors in Trouble

A piece appearing on Yahoo Finance quotes at length from Warren Buffett’s response to the Financial Crisis Inquiry Commission about what caused the housing bubble and related 2008-09 financial crisis.…

9 years ago
Adding Alpha Through Opportunistic Investment

In a recent article on Top1000Funds.com, Anthony Brown of Mercer Investments suggests that “one way to add alpha [especially in the current environment] is through a more opportunistic approach to…

9 years ago
Hedge Fund Cloning Strategy Shows Massive Outperformance

In his MarketWatch column, Mark Hulbert discusses an investment strategy based on imitating hedge funds, which was developed by Mebane Farber of Cambria Investment Management. Faber argues that “we can…

9 years ago
Larry Swedroe on Emerging Markets, Recency Bias, and When to Buy

Director of Research for the independent investment advisor community BAM Alliance, Larry Swedroe, offers his take on the current underperformance of emerging markets versus U.S. stocks, the importance of recognizing…

9 years ago
Investors Need an Iron Stomach to Hold the Best Performing Stocks

Morgan Housel of The Motley Fool writes a good piece on how difficult it can be buy and hold the very best performing stocks over time. As Housel points out,…

9 years ago
Low Costs and Manager Ownership Attributes of Best Performing Funds

Investment News reports on a study by American Funds that “stud[ied], over multiple time periods, [] the entire Moringstar Inc. fund database” and found that screening for two key attributes…

9 years ago
Funds Holding Less Cash: Why and to What Effect?

In a Wall Street Journal Moneybeat blog post, financial reporter Jason Zweig highlights the decline of cash holdings in funds. He observes that “between 1986 and 1995, stock funds held…

9 years ago
The Long-lived, Rodney Dangerfield Bull Market Gets "No Respect"

A recent piece in Investment News notes that although the current bull market is “one of the longest stock rallies in history,” most investors nonetheless remain “lukewarm” toward stocks. While…

9 years ago
Assets Flying out of Actively Managed Funds

Christine Benz and Russ Kinnel of Morningstar discuss the wave of assets moving out of actively managed funds and into passive index funds. According to Kinnel, of the Morningstar 500…

9 years ago
Top Investment Shop Focuses on Quality First, Value Second

Barron’s profiles Phil Davidson of American Century Investments, a value investor who “focuses on quality first, value second.” He joined the firm in 1993 to begin a value-based approach to…

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Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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