For several years, the growth investment strategy reigned supreme in UK equities, as well as further abroad. But after the value rebound towards the end of 2020, UK value fund…
The S&P 500 Passed Stock-Pickers By in 2021
Though 2021 was overwhelmingly good for the U.S. stock market, most stock-picking fund managers were disappointed by it, contends an article in The Wall Street Journal. While the S&P 500…
Carl Icahn On How His Style Differs From Buffett’s
In an interview on CNBC, legendary investor Carl Icahn highlighted the differences between his investing style and that of fellow billionaire investor Warren Buffett. As Icahn sells to exit his…
Bill Miller’s March Market Perspective
Bill Miller shares his perspective on this month’s market on the Miller Value Partners website, noting how attention has shifted from how low can stocks go to how long can…
Retail Stampede Triggered By Tesla & Amazon Splits
In an indication that stock splits could fuel market rallies, both Tesla and Amazon saw surges this month in the wake of split announcements, reports an article in Bloomberg. Tesla…
Ackman Swears Off Short Battles With “Pershing Square 3.0”
In the most recent annual report for his firm, Pershing Square founder and CEO Bill Ackman writes that he is stepping back from high-profile short campaigns that have overshadowed “his…
Four Ways Value Investors Can Use Momentum
By Jack Forehand, CFA, CFP® (@practicalquant) — I have probably talked too exhaustively now in my articles about my natural preference for value investing. Feeling like I am buying something for less than…
How Buffett’s Top Holdings Have Fared
Following the outperformance of some of Berkshire Hathaway’s biggest holdings, Warren Buffett gobbled up 18 million more shares of Occidental Petroleum, in a deal worth almost $1 billion, reports an…
Buffett Returns To Deal Making With Alleghany Purchase
Marking a return to the kind of deal-making that Warren Buffett has recently shied away from, Berkshire Hathaway announced this week that they will purchase all outstanding shares of insurance…
Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick
Many crypto investors tend to build their own portfolios and focus on the major coins like Bitcoin and Ethereum. But the crypto space is much more than that. Trying to…