On the subject of long-term investing, a recent Economist article outlines six precepts every investor should keep in mind: You can’t start too early—compounding is a compelling reason to start…
Most Read Post on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Industries Concentrate and Investors Profit [2] Small College Endowment Outperforms Harvard by Indexing [3] Bond…
Beware of Expert Forecasts
A recent CFA Institute article argues that “not even the most credible forecasters can time the market profitably with any consistency,” noting that celebrated economists and market pundits are fallible…
Small College Endowment Outperforms Harvard by Indexing
Bill Abt, who oversees the $120 million endowment of Carthage College in Kenosha, Wisconsin, “has returns that beat Harvard’s $37 billion endowment and most others,” according to a recent article…
Stock Swings and Earnings
A recent article by Bloomberg columnist Nir Kaissar discusses the market’s increased volatility within the context of earnings. “More than a century of data,” he writes, “show that declines in…
Bond Laddering Pros and Cons
A recent Morningstar article outlines the pros and cons of bond laddering—holding bonds of different maturities in a portfolio with the goal of creating predictable streams of cash flow. Pros:…
JPMorgan on Investing After Easy Money is Gone
According to JPMorgan Chase, “there’s still a logical approach to investing for the expected end of ‘easy money.'” This according to a recent article in Bloomberg. The firm’s strategists have…
Tech Company Capital Spending Spikes in First Quarter
During the quarter ending in March, the U.S. tech “superpowers”—Alphabet, Amazon, Microsoft and Facebook, spent $16 billion on capital projects, a figure 68 percent higher than their combined capital spending…
Industries Concentrate and Investors Profit
By Justin J. Carbonneau (@jjcarbonneau) — At Berkshire’s Hathaway’s annual meeting, Warren Buffett announced he had purchased approximately 75 million additional shares of Apple. Apple is already Berkshire’s largest holding,…
Private Equity Versus Stock Market Returns
A recent article in The Wall Street Journal offers insights regarding the comparison of returns between private equity and the stock market. The article makes the following points: While the…