Individual investors had an impact five times the size of their assets in the second quarter of 2020, says a new study from the Swiss Finance Institute. This according to…
Stock Influencers Have Devoted Followings
Public figures have “collectively amassed hundreds of millions of followers online, “many of whom “take their comments on the market as gospel.” This according to a recent article in The…
Why Investors Should Never Try to Time the Stock Market
A new study by Bank of America has quantified “how large the missed opportunity can be” for investors who try to time the market, according to a recent article in…
The Changing Nature of Momentum
By Jack Forehand (@practicalquant) — Investors sometimes want to pigeonhole investing factors. We want to look at a factor and associate a certain type of company with it. Doing so…
The Valuation Gap Between Growth and Value, and How to Play It
A recent article in Barron’s reports that downtrodden value stocks are “finally winning” and the “comeback seems for real.” The wide valuation spread between growth and value, along with the…
For the Economy, It’s All About the Near Future
The jobs numbers reported by the Labor Department earlier this month don’t matter, according to a New York Times article that reports the U.S. economy is at a “momentous inflection…
Aswath Damodaran on Today’s Markets
NYU finance professor Aswath Damodaran, known as the “Dean of Valuation” recently spoke to CNBC about today’s markets and the balance of traders and value investors. Here are takeaways from…
Buffett Becomes Sixth Member of $100 Billion Club
Legendary investor Warren Buffett’s net worth has “blown past $100 billion,” according to a recent article in Advisor Perspectives (data from Bloomberg Billionaires Index), making him the sixth member of…
Quantifying The Motley Fool’s Small Cap Growth Investment Strategy (Ep. 79)
The Motley Fool is not known for their quantitative models. They are known for a discretionary growth style of investing that attempts to identify game changing companies and then holds…
Weekly Highlights: What Value Models are Getting Wrong, Dalio on Bonds and Buffett's Winning Chinese Bet
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…