Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods…
Berkshire Hathaway Investment Returns Boost Profit
Berkshire Hathaway’s third quarter profits were bolstered by investment gains despite lower operating profits due to insurance underwriting losses. This according to an article in The Wall Street Journal. The…
Bill Ackman is Hedging the Pandemic Again
After turning $27 million into $2.6 billion earlier this year by hedging against the pandemic, billionaire investor Bill Ackman placed a similar (although somewhat smaller) bet in early November after…
Berkshire Hathaway Becoming Its Own Elephant Investment?
While Berkshire CEO Warren Buffett has faced pressure to use the firm’s nearly $150 billion in cash balances to make a significant acquisition, or “elephant investment,” the company’s biggest spending…
If Not Now, When Will Value Return?
A recent article from Pzena Investment Management shares insights regarding value investing and the likelihood that it will emerge from its long period of underperformance. Here are some key takeaways…
Knowledge Mining in the Market’s Past Returns
When you hear stats like the S&P 500 is up 10% for the year or the index has more than tripled off the 2009 low, it’s easy to take those…
Why You Shouldn’t Try To Copy Warren Buffett (Ep. 55)
Warren Buffett is one of the greatest investors of all time. He has also been very generous in sharing the lessons he has learned over his career with all of…
Stocks are Fundamentally Changed When Split
Although, theoretically, splitting a stock should not change the way it trades, research has found that it does. This according to an article in Nasdaq.com. “Splitting fundamentally changes how stocks…
Berkshire Hathaway Reveals Stakes in “Big Pharma” Stocks
Warren Buffett’s Berkshire Hathaway “plowed billions of dollars” into big pharma in the third quarter, revealing stakes in Pfizer, Merck and others. This according to a recent article in Business…
The Truth About Robinhood Investors Versus Wall Street Pros
Although small investors have drawn criticism from Wall Street professionals for being “hyperactive traders,” a recent MarketWatch article by columnist Mark Hulbert reveals new research that finds they have outperformed…