Inflation has been picking up lately, and in a recent Seeking Alpha column Validea CEO John Reese looks at how you can use the advice of Warren Buffett and Joseph…
Category: Historical Lessons
Which Value Metric Is Best?
Which valuation metric is best? In his latest for Canada’s Globe and Mail, Validea CEO John Reese looks at just that question, weighing the pros and cons of several popular…
Warren Pieces: "Frequently Efficient" Doesn't Mean "Always Efficient"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1988 Letter to Shareholders, Warren Buffett offered his thoughts on the Efficient Market Theory. Below…
Fisher On A Bullish Political Factor
While 2014 has been a mediocre year for stocks, Kenneth Fisher says he expects things to heat up later in the year thanks in part to the Presidential Election Cycle.…
How To Buy Growth Stocks Like Martin Zweig Did
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual…
How An Unknown Accountant Proved Quality And Value Are A Perfect Pair
Stock investing is often thought of as a glamorous endeavor. “It’s supposed to be well-coiffed men in finely tailored suits — guys who know what the next big thing will…
Warren Pieces: Never Sell A Good Business
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1983 Letter to Shareholders, Warren Buffett talked about his approach toward selling. Below is an excerpt…
Trying To Crack Buffett's Code
Can individual investors replicate the strategy used by Warren Buffett? In a recent piece for Brush Up On Stocks, Michael Brush looks at several strategists who try to do just…
Greenblatt's First Formula Has Plenty of "Magic", Too
Hedge fund guru Joel Greenblatt is known for the “Magic Formula” approach that he laid out in his Little Book That Beats The Market. But more than two decades before…
Warren Pieces: Growth IS Value
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2000 Letter to Shareholders, Warren Buffett offered an unconventional take on the growth vs. value…