Advisor Perspectives turns out another good interview, this time with Fairholme Fund manager Bruce Berkowitz. Berkowitz’s leadership has helped turn the Fairholme Fund into one of the most successful funds…
Category: Gurus
Wien on 2009: U.S. Stock Gains, a China Bounce, and N.Y. State Bankruptcy?
In his “Ten Suprises for 2009” list, Pequot Capital Chief Investment Strategist Byron Wien says the coming year is likely to feature a number of major events — including a…
Ten Lessons from The Oracle
MSN.com’s Michael Brush writes today that the current tough times call for “a dose of optimism, wisdom, and insight”, and he thus offers 10 lessons on “the basics”, as taught…
Buffett's '08 Bargain Binge: $20 billion +
The final tally from Warren Buffett’s 2008 buying spree: $20 billion-plus. “While most investors panicked or were forced to sell, [Buffett] put more than $20 billion to work last year,…
Looking Back at Benjamin Graham's Lectures - 1946 & 1947
Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend,” by Janet Lowe. Posted on John Wiley &…
Fisher: Better To Be A Little Early Than A Little Late
Ken Fisher, CEO of Fisher Investments and Forbes columnist, says “it’s better to be a little early than a little late getting back into stocks.” Fisher explains that the stock…
Buffett's "Timeless" Predictions
CNBC.com outlines eight timeless predictions by Warren Buffett on its Warren Buffett Watch blog. While CNBC labels these as predictions, we tend to think of these more like lessons that…
Looking at Berkshire's Holdings by ROE, ROA & ROI
We know that following Warren Buffett’s investments, even after they are publicly disclosed, can produce stellar long-term returns for investors. Knowing this, we decided to take 30 of Berkshire’s Q3…
O’Shaughnessy: History Tells Us Now Is The Time to Buy
Jim O’Shaughnessy, Chairman and CEO of O’Shaughnessy Asset Management, believes that equity valuations “present buying opportunities akin to 1974 and 1982.” He writes that investors need to ignore short-term volatility…
Cash-to-Stock Market Ratio has Leuthold Group Bullish on Stocks
The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…