Risk is one of the most difficult concepts in investing to define. Part of that is because we face many risks as investors that come from many different directions. But…
Validea's Jack Forehand on Zona Value Club Talking The Quant Strategies Of Great Investors
Jack appeared on the Zona Value podcast. He discussed the history of Validea, some lessons from applying our strategies to the real world, and the recent underperformance of value investing.
Weekly Guru Investor Highlights: Basics of Value Investing, Market Timing is Bad & Evolving Factors
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…
Validea's Justin Carbonneau on Money Life with Chuck Jaffe
On February 10th, 2021, Validea’s Justin Carbonneau appeared on Money Life with Chuck Jaffe. Justin and Chuck discuss: The strength in the overall market and the improved market breadth vs.…
Nir Kaissar on the Value Rebound: When Not If
In the final installment of his three-part article series, Bloomberg columnist Nir Kaissar argues, “like any investing strategy, value disappoints occasionally and sometimes for long periods, but it will be…
Swedroe on the Battle of Factor Models
Although asset pricing models are flawed they can still be useful, according to a recent Advisor Perspectives article by Buckingham Strategic Wealth chief research officer Larry Swedroe. Citing various models…
Melvin Lands $2.75 Billion Backing from Citadel, Point72
After losing about 30% this year, Gabe Plotkin’s Melvin Capital scored a$2.75 capital injection from hedge fund titans Ken Griffin of Citadel and Steve Cohen of Point72 Asset Management. This…
Surge in Small Investing Not Slowing Down
The swell in small investor trading from 2020 has extended into the new year, according to a recent article in The Wall Street Journal, bringing with it opportunities. The article…
Why Investors Should Not Try to Time the Market
A new study shows that attempts to time the market often not only lead to lower returns but to increased volatility as well. This according to a recent article in…
Keeping Your Cool in the Meme Driven Stock Market
The recent market saga associated with shares of GameStop is likely to become a cautionary tale for investors, according to a recent article in The New York Times. “Game Stop…