Dan Kemp, the CIO of Morningstar’s EMEA division, sees opportunity for value investors and disagrees with the consensus that the coronavirus crisis favors growth strategies, according to a recent article…
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Only Sell Your Stocks in These Cases
A recent Fortune article by Ben Carlson of Ritholtz Wealth Management offers investors valuable insights regarding how and when it might be appropriate to sell. “Those who actually sold a…
Is the “Smart Money” Worth Following?
Even though options trading may be a strong predictor of stock returns, researchers warn investors to be wary of “trying to profit from the unusual options activity regularly covered by…
Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter
Warren Buffett has one of the greatest long-term investing track records of all time. The chart below shows the excess return (y-axis) over the market of some of history’s best…
Hedge Fund Manager John Paulson Steps Down
John Paulson, who made billions anticipating the 2008 financial crisis, has decided to “hand his investors’ their cash back and turn his firm into a family office.” This according to…
Eddie Brown’s Fund Outperforms Peers by Picking Great Stocks and Employees
In a recent interview with Barron’s, Brown Capital Management founder Eddie Brown discusses his unconventional career path as well as his firm’s investment philosophy and opinions on women and minorities…
Excess Returns, Ep. 32: Is the Price/Book Ratio Dead?
The Price/Book ratio has probably been the most important valuation ratio of the past century. If you look at the academic research that supports value investing, you won’t find any…
How to Navigate a Stormy Stock Market in 5 Steps
A recent article by New York Times columnist Carl Richards offers investors a road map for riding out today’s market volatility: Give yourself a break: It’s okay to feel “scared…
For Alpha, ESG Isn’t Enough
A new study shows that combining ESG factors with high employee satisfaction leads to outperformance, according to a recent article in Institutional Investor. The study used data from employee-rating site…
Jeffrey Gundlach on Covid and Market Risks
In a recent interview with Yahoo Finance, DoubleLine Capital CEO Jeffrey Gundlach shared a host of insights on market movements, the coronavirus pandemic impact and the outlook for the U.S.…