In his 58 years of running Berkshire Hathaway, buying stock in Apple is arguably Warren Buffett’s biggest investment success, contends an article in Barron’s. At the end of June, Apple’s…
The Basics of Estate Planning
In this episode, we take a high-level look at estate planning. We discuss why it is important, the major areas that are important to focus on and the tools available…
India Will Replace China As Growth Engine This Decade
In an interview with Forbes India, Sonal Varma, the managing director and chief economist for India and Asia excluding Japan at Nomura says that Asia is on the verge of…
Value’s 2022 Victory Has Completely Reversed
Value had a great year in 2022, but all of those rewards have been given back so far in 2023, “and then some,” says Bill Nygren, CIO of Oakmark Funds,…
Guru-Approved Gems: Stock Screen of the Week
In this week’s screen of the week we screen for stocks that pass multiple guru models at the same time. Today’s Screen: At least 5 guru models with Some/Strong Interest…
Investing in Companies That Put Shareholders First with Joseph Boskovich
In this episode, we speak with Old West’s Joseph Boskovich about their process for uncovering companies that focus on adding value for their shareholders. We discuss thy key criteria they…
The Value Trap Conundrum – And Six Criteria to Help Deal With It
By Jack Forehand, CFA, CFP® (@practicalquant) — Value traps are the bane of a value investor’s existence. We build our strategies around buying cheap companies and hoping the market will eventually see things…
Seek Out the Most Inefficient Pockets, Says Klarman
Do college graduates looking to get into public markets have the same opportunities now than they did in 1979? That question was posed by CNBC to well-known investor Seth Klarman,…
Arnott: Fed Will Destroy Economy To Save It
“The Fed’s goal is to destroy the economy in order to save it,” says Research Affiliates’ founder and chairman Rob Arnott in an interview with Fox Business News, using the…
Lessons from the Epsilon Connect Conference
In early June, Matt attended the Epsilon Connect conference. The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect…