The coronavirus pandemic and related economic shock have led consumers and investors to squirrel away cash to the tune of $20 trillion, and the higher rate could exert downward pressure…
Why You Should Give Value a Chance
A recent article in Forbes encourages value investors not to give up: “In fact,” it says, “this might be a really good time to reexamine your portfolio and add some…
Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world’s leading experts on Warren Buffett. He is also…
The Best Performing Asset Class Could Be Your House
It may be time to revisit the idea that houses are good investments—a concept that ended with the 2008 financial crisis. This according to a recent article in The Wall…
Are Hedge Fund Activists Really Just Good Stock Pickers?
A new study found that hedge fund activists like Bill Ackman and Carl Icahn are better at stock picking than at adding long-term value to companies. This according to a…
Mutual Fund Past Performance Predicts Future?
A new study co-authored by Yale School of Management finance professor James Choi has found that there is no longer a correlation between a mutual fund’s past and future performance.…
Buffett Buys Back Berkshire While Selling Others
In the second quarter, billionaire investor and Berkshire CEO Warren Buffett bought back $5.1 billion of his company’s shares, more than double what he has purchased before. This according to…
Gaining A Long-Term Edge With The Wisdom of Peter Lynch
In last week’s piece, link here, I discussed what Peter Lynch might say to the millions of investors who have been investing in individual stocks over the last few months.…
Tesla’s Momentum ‘A Powerful Force’ that Leads Stock Market Surge
Tesla is among a small group of stocks whose recent surge has pushed the broader market higher, causing worry among some analysts. This according to a recent article in The…
Jonathan Tepper Talks Monopolies and Moats
Hedge fund manager Jonathan Tepper, advocate for healthy competition and author of The Myth of Capitalism: Monopolies and the Death of Competition, is using his research skills and market knowledge…