On Validea.com, we run 22 public facing models. Most of the models are a combination of fundamental factors, combining measures like profitability, valuation, cash flows, levels of debt, relative valuation,…
Leon Cooperman Issues Investor Warnings of Weak Returns
In an August interview with CNBC, billionaire investor Leon Cooperman warned that stock market returns will be “unimpressive for a long time,” and said he sees signs of investor euphoria.…
For Once, Buffett’s Trades Look Like Everyone Else’s
A recent regulatory filing shows that Berkshire Hathaway’s trades in the second quarter included selling nearly $6 billion of bank shares and buying more than $500 million in mining company…
Berkshire Hathaway Cuts U.S. Bank Holdings
Warren Buffett’s Berkshire Hathaway “significantly cut its stakes in some of the largest U.S. banks in the second quarter, selling billions of dollars’ worth of stock in Wells Fargo, JPMorgan…
Excess Returns, Ep. 40: Six Lessons New Robinhood Traders Could Learn From Peter Lynch
Trading volumes at online brokers have skyrocketed since the Coronavirus crisis began. If there is one lesson these newly minted traders have learned so far, it is that the market…
Why the Nightmare Continues for ‘Value’ Investors
New research by two professors at New York University and the University of Calgary suggests that we’re calculating “value” incorrectly, according to a recent article in MarketWatch. The researchers claim…
Hedge Funds Use Alternative Data for Covid-19 Edge
Alternative data, the multibillion-dollar industry that taps into unusual information such as satellite imagery and measurements of social media sentiment, is seeing a surge in demand as companies continue to…
These Three Assets are More Attractive Against Weakening Dollar
Since late March, the U.S. dollar has fallen by almost 10% against other global currencies, which could have a series of implications for investment portfolios. This according to a recent…
In Appreciation of Warren Buffett
In recognition of Warren Buffett’s ninetieth birthday, an article by McKinsey & Company takes a look back at the “steady genius” of one of America’s most influential and wealthy business…
Gold Prices Hitting New Heights: A Guide to the Market
A recent article in The Wall Street Journal offers a guide to the gold market, which hit an all-time high during the pandemic. Here are key takeaways from the article:…