Not all investment gurus are famous Wall Street fund managers or outspoken activist investors. That’s what Validea CEO John Reese says in his latest article for Seeking Alpha, in which…
Category: Gurus
A Sector That Should Benefit From The Oil Plunge
In his latest Forbes.com column, Validea CEO John P. Reese looks at one area of the market that he says should be helped by the recent tumble in oil prices: consumer discretionary stocks.…
OSAM: Microcaps A Better Opportunity Than PE
Over the past decade or so, investors — particularly institutional investors — have focused more and more on private equity as a way to get exposure to small, potentially high-growth…
Warren Pieces: Buffett On Professional Investors, And The Path To Hell
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1985 Letter to Shareholders, Warren Buffett offered his thoughts on why professional investors create instability in…
Bogle Distrusts Corporate Earnings
Legendary Vanguard Founder Jack Bogle says that the stock market’s gains over the past decade look reasonable — if you trust the accuracy of corporate earnings. And he doesn’t appear…
Five Fixed Income Misconceptions
In a recent piece for Forbes, top bond fund manager Bonnie Baha of DoubleLine offers five common — and dangerous — misconceptions about the fixed income market. (more…)
Buffett-Inspired Bargains In The Great White North
In a recent piece for Canada’s Globe and Mail, John Heinzl used Validea’s Warren Buffett inspired strategy to look for market bargains in Canada. (more…)
Warren Pieces: Why Buffett Wants His Stocks To Fall
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2011 Letter to Shareholders, Warren Buffett offered his thoughts on why he sometimes hopes that his…
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)