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…
Société Generale Strategist Favors Emerging Markets
“Money managers should think twice before letting a bumpy month of losses scare them away from emerging markets,” according to a recent Bloomberg article. The article cites comments from Société…
Most Read Posts on Validea
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] “I Don’t Know” – The Most Important Phrase in Investing [2] Are Value Stocks…
Trump Tax Savings Channeled to Capex, Not Buybacks
There is now hard data to show that the biggest tax break in three decades is being funneled to capital expenditures rather than share buybacks. This according to a recent…
Are Value Stocks Poised for Growth?
Value investing has fallen on tough times, and is “getting tiresome even for those famous for their patience,” according to a recent Barron’s article. On the face of it, value…
"I Don’t Know" – The Most Important Phrase in Investing
By Jack Forehand (@practicalquant) — Certainty is often seen as a sign of strength in life. When someone is telling us the best course of action within their field of expertise,…
Real Estate Stocks Not Drawing Investors
Investors hate real estate investment trusts, which have lagged the S&P 500 by more than 15 percentage points over the past 12 months, according to a recent article in The Wall…
Michael Milken on Drexel's Legacy
In a March interview with Bloomberg, financier Michael Milken discussed the continuing influence of Drexel Burnham Lambert—a firm which came crashing down about thirty years ago. Milken’s legacy, however, says…
Value Returns Could Improve, But Nobody Can Predict When
Given today’s environment of rising interest rates and increased volatility, the market appears to be at a “crossroads,” and the value investing strategy could be poised to make a comeback,…