Growth investing has seemed easy in the past decade. Growth stocks have easily outpaced both value stocks and the market, which has led to great performance for many growth strategies.…
Time is On the Side of Endowment Hedge Fund Bets
A new study that examines over a century of returns of eight Ivy League and four non-Ivy League endowments shows the “critical advantage” of long-term strategy. This according to an…
The Truth About Robinhood Investors Vs. Wall Street Stock Pros
A new study shows that despite recent ridicule by Wall Street professionals that small retail investors have become “hyperactive,” “addicted to risk” and “hopelessly irrational,” as a group they have…
What to Do Instead of the 60/40 Stock and Bond Strategy That Doesn’t Work
Although portfolio diversification in the form of a 60/40 stock and bond split has long been considered the standard given that “bonds typically act as a shock absorber to drops…
Suburban Subdivision of Wall Street Packed with Renters
Amid pandemic-induced demand for larger living spaces, Institutional investors are channeling money into single-family rentals and “inventing a new kind of suburban living that’s easier to afford, but where the…
This Contrarian Manager Didn’t Always Bet That Way
A recent article in The Wall Street Journal remembered contrarian investor Leo Dworsky, who managed Fidelity’s Contrafund for 16 years and died on September 17th at the age of 87.…
Online Trading Boss Embraced Value After Charity Dinner with Buffett
Cryptocurrency entrepreneur Justin Sun shelled out $4.6 million to attend a charity dinner with Warren Buffett in January in the hopes of converting the investing legend to a Bitcoin afficionado.…
Interview: A Multi-Disciplinary Approach To Investing & Learning With Nir Kaissar (Ep. 46)
Investing in today’s world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also…
Is Passive Investing Distorting the Market?
By Jack Forehand, CFA (@practicalquant) I usually like to write articles where there is a clear conclusion at the end. I also usually like to write about topics that I…
No Value Explanation for ‘Exorbitantly Priced’ Tech Stocks, Says Research Affiliates
A new study by Research Affiliates shows that even some growth stocks are too expensive even after including intangible assets. This according to a recent article in Institutional Investor. “Mega-cap…