Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Underappreciated Role of Luck in Investing [2] Shiller: Stocks Could Rise Higher Before…
Value Versus Growth in Emerging Markets
“Emerging markets are flashing warning signs, but don’t tell that to value stocks,” writes Bloomberg columnist Nir Kaissar, who adds, “To some investors’ surprise, value stocks are holding up better…
Bogle on Biggest Risk of Next Financial Crisis
In an interview last month, the founder of Vanguard group told CNBC that the market holds risks “that we don’t even know exist. And that’s the problem. Every crisis is…
Shiller: Stocks Could Rise Higher Before They Fall
According to an article in Bloomberg, Nobel laureate Robert Shiller says “The stock market could get a lot higher before it comes own. It’s highly priced, but it could get…
Edgy Investors Pulling Out of Risky Economies
“A financial panic is again gripping some of the world’s developing economies,” according to an article in The New York Times. This is in sharp contrast to the climate in…
Franchise Quality Score: A Method for Evaluating Intangibles
The lofty prices of certain stocks (i.e. FAANG) present a challenge for value investors, according to an August article in CFA Institute that delves into the subject of intangible assets…
A Case Study in the Market's Long Term Resilience
An article in CNBC recalls the demise of Lehman Brothers in 2008 that “unleashed a new level of panic and pain” in the markets and the highlights how buying shares…
The Underappreciated Role of Luck in Investing
By Justin J. Carbonneau (@jjcarbonneau) — The $1.5 billion Mega Millions jackpot had a lot of people daydreaming about what they would do if they won such a windfall. With…
Buying a House, the Wall Street Way
An article in The Wall Street Journal describes how institutional investors are using computer algorithms to purchase large numbers of rental properties. Specifically, it explains how one data scientist, Martin…
Goldman Buying Turkey and Argentina Debt
Goldman Sachs Asset Management is betting on the worst-performing emerging markets by buying up Turkish and Argentinian government debt, according to an article in Bloomberg. The article reports that the…