Value investor Mohnish Pabrai has gotten the chance to do what few other investors have: Eat lunch with investing legends Warren Buffett and Charlie Munger. What did he learn from…
Category: Historical Lessons
Stocks Getting Ahead Of Themselves? Not From Long-Term View
With 2012 having been a surprisingly good year for stocks, many investors are taking money off the table as 2013 begins, thinking the market has gotten ahead of itself. If…
Time to Stop Market-Timing?
The investment world has become increasingly focused on the short term in recent years, with investors trading in and out of stocks at a rapid pace. But MarketWatch’s Jeff Reeves…
Contrarian Indicators Flashing Buy Signals
John Buckingham of Al Frank Asset Management and The Prudent Speculator newsletter says that, as a contrarian, he’s been seeing a number of encouraging signs recently. “Our market outlook as…
How Ben Graham Is Still Beating the Market Today
While Benjamin Graham’s classic The Intelligent Investor was written over six decades ago, the Defensive Investor strategy he laid out in it remains a winner, Validea CEO John Reese writes…
Small, Illiquid, and Cheap: A Winning Combo
In a column for Canada’s Globe and Mail, Norman Rothery says that, while many investors focus on popular, frequently traded stocks, the real profits lie in smaller, illiquid shares. “While…
Five Reasons for Optimism
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at five reasons he’s optimistic about…
Favorite Charts from Bogle, Wien, and Others
Business Insider recently asked a number of strategists to discuss their “favorite charts of 2012,” and some of the gurus participating offered some very interesting data. Byron Wien of Blackstone…
Could Wage Inflation Rebound Soon?
Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an…
Behind Buffett's Approach
In a recent interview with Canada’s Globe and Mail, Validea CEO John Reese discussed some of the key points of Warren Buffett’s investing approach. Reese talks about Buffett’s desire to…