Late in the day on Monday, May 16th, Berkshire Hathaway disclosed that it had bought more than a 10% stake in Paramount Global in the first quarter of this year,…
What Investors Need to Know About the Impact of Options on the Stock Market with Brent Kochuba
Many investors think that options are just a vehicle that affects the portfolios of sophisticated investors. But their impact on the market goes well beyond that. In this episode, we…
Losses Mount Among Retail Investors
According to estimates from Morgan Stanley, new investors who dove into the market at the start of the pandemic have now lost everything they gained, reports an article in Bloomberg.…
Top JP Morgan Strategist Says Stocks Can Climb
Top JP Morgan strategist Marko Kolanovic says there will not be a recession this year and there will be an increase in consumer activity this summer. The co-head of global…
GMO’s Inker Says It’s A Good Time For Long Value & Short Growth
With the S&P 500 down more than 15%, the Nasdaq down over 25%, and the Russell 1000 Value down 9.37%, most investors would deem the 2022 equity market pure chaos.…
How To Face Buying The Dips
Given the smooth upward trajectory stocks have had for the past 15 years, it’s easy to think that the almost-20% decline so far in 2022 is just a blip. But…
What Buffett Is Buying
The continuing sell-off has given Warren Buffett a golden opportunity to buy the dip and increase the holdings at Berkshire Hathaway, putting to use the billions of dollars the company…
Burry Reveals Bet Against Apple
Last quarter, Michael Burry of Scion Asset Management and “Big Short” fame made a bearish bet against Apple and acquired several other stocks, according to a recently-revealed SEC filing, reports…
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
In this episode we talk with Dimensional Fund Advisors Director of Research Savina Rizova. We discuss her amazing story, from growing up in communist Bulgaria to recently being named one…
The Importance of Flows
By Jack Forehand, CFA, CFP® (@practicalquant) — I am a fundamental investor. I like to look at the value of a stock in the same way I would look at any business. Ultimately,…