In an interview last month with CNBC, Wharton finance professor Jeremy Siegel discussed the money supply, inflation, and the market outlook for the next 2-3 years. Here is a summary…
Berkshire to Buy $500 million in Nubank Shares
Warren Buffett’s Berkshire Hathaway has agreed to purchase a $500 million stake in Brazil’s digital bank operator Nu Pagamentos SA, “as digital banking expands quickly in Latin America’s largest economy,”…
Value Investing Vs. Value Rotation
In a recent interview with Yahoo Finance, Applied Finance Capital Management co-founder Rafael Resendes shares his thought on his firm’s investing approach and on the current state of the value…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…
Going from Dividend Aristocrats to Dividend Kings Using Quality and Value
Something happened recently that has never happened before in the market. If you take the current rate of inflation and compare it to the S&P 500’s earnings and dividend yield,…
Interview with Bill Ackman: Dominos, SPACs, and Inflation
At the Future of Everything Festival, The Wall Street Journal spoke with activist investor Bill Ackman about his firm’s investment in Domino’s Pizza and his thoughts on inflation and cryptocurrencies.…
Why This Value Manager Thinks Alibaba is a Bargain
A recent article in Barron’s offers excerpts from an interview with Samantha McLemore, who has worked with fund manager Bill Miller for twenty years and launched her own firm, Patient…
Some Quantitative Alternatives to the 60-40 Portfolio
In a world where inflation is not a threat, a standard 60-40 portfolio does an excellent job of providing growth, while also limiting downside when stocks get choppy. You don’t…
The Next Generation of ‘Would-Be Buffetts’
The era of traditional value investing is undergoing a sea change, a good time to look ahead to how the next generation of investors are managing their money. This according…
Sizing the Upswing in Buybacks and Dividends
Corporations’ pandemic response of cutting costs and increasing liquidity has left them with hefty cash balances, and a recent CFA Institutearticle outlines ways to determine if corporate cash “givebacks” are…