Charlie Munger isn’t nearly as high-profile as his Berkshire Hathaway partner Warren Buffett, but The Wall Street Journal’s Jason Zweig recently caught up with him for a fascinating interview in…
Category: Behavioral Finance
A Fool's Recipe for Beating the Market
Motley Fool co-founders Tom and David Gardner have both put up exceptional long-term track records, and in a recent interview with WealthTrack, Tom discussed the brothers’ investment philosophy. Gardner says…
O'Shaughnessy on Investor Psychology, Bond Market Trouble, and Why Value Wins
In a wide-ranging interview with Barry Ritholtz on Bloomberg View, quantitative investing guru James O’Shaughnessy recently talked about why human beings are such inferior prognosticators compared to computer models, what that…
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…)
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…
Embrace Imperfection
All investors wish they could be right all the time, or something close to it. But in his latest for Seeking Alpha, Validea CEO John Reese says that trying to…
Correction Timing A Dangerous Game, Ritholtz Says
Trying to predict the next market correction? Barry Ritholtz has some advice for you: Don’t. (more…)
O'Shaughnessy: Keep It Simple With Shareholder Yield
You don’t need complicated strategies to beat the market. That’s what James O’Shaughnessy says in a recent column discussing shareholder yield (dividend yield plus buyback yield). (more…)
Reese on Dreman's Market-Beating Contrarian Approach
In an interview with Steven Halpern for MoneyShow.com, Validea CEO John Reese recently talked about the Guru Strategy he bases on noted contrarian investor David Dreman. (more…)
Fisher: Bet On An Un-Average Second Half
Stocks are on track for a pretty average year. But Kenneth Fisher says to expect a well above average second half. (more…)