In this episode, we are joined by Kevin Zatloukal. Kevin teaches Computer Science at the University of Washington and has his Ph.D. in Computer Science from MIT. He previously was…
A Single Piece of Buffett Advice this Billionaire Would “Treasure Forever”
Thomas Tull, a American billionaire who runs Tulco–a holding company modeled in part after Berkshire Hathaway–shared in a recent interview some advice from Warren Buffet that reportedly “shifted his approach…
This Group Likes Accelerating Inflation
In a recent MarketWatch article, contributor Mark Hulbert asserts that while most investors don’t like rising inflation, value investors are an exception. Value investors, Hulbert argues, “are keenly aware that…
Weekly Highlights: Is Value Back?, Lessons In Buffett's Letter, and the Story of Wall Street's Bull
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…
Berkshire’s $25 Billion in Buybacks Defended by Buffett
In his annual letter to Berkshire Hathaway shareholders, Warren Buffett defended the firm’s bigger-than-usual share buybacks (of nearly $25 billion) by noting that they boost intrinsic value for shareholders while…
Bullishness as a Contrarian Sell Signal
A Bank of America gauge of market bullishness is approaching a level “that historically has been bearish for stocks,” according to a recent article in Bloomberg. The BofA measure—which “tracks…
“Charging Bull” Sculptor Remembered
Sculptor Arturo Di Modica, who created the famous Charging Bull statue that has graced the streets of lower Manhattan since 1989, died on February 19 at age 80. This according…
Investor Exuberance Highlighted by Historic Stock Gains
Investor confidence that government stimulus and the coronavirus vaccine roll out will boost the economy has left shares of small companies “outpacing their larger counterparts by the widest margin in…
Value Investing is Back! Or is it?
By Jack Forehand (@PracticalQuant) — Those of us who run value strategies have had more reason to celebrate in the past 9 months than we had in the prior decade…
Lessons From Warren Buffett's 2021 Annual Letter (Ep. 75)
In this episode, we cover the major points Warren Buffett covered in his 2021 annual letter and talk about some lessons investors can learn from them. We discuss: The importance…