Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual…
The Case For Contrarian Investing
Going against the crowd can be incredibly hard. But as Michael Brush notes in a recent Brush Up On Stocks piece, it can also be incredibly rewarding. (more…)
How An Unknown Accountant Proved Quality And Value Are A Perfect Pair
Stock investing is often thought of as a glamorous endeavor. “It’s supposed to be well-coiffed men in finely tailored suits — guys who know what the next big thing will…
What Should Your US Allocation Really Be?
Do you have too much of your portfolio invested US stocks? In a recent piece for Advisor Perspectives, Meb Faber says that if you’re like most American investors, you probably…
What To Do With All Those Competing Stock Picks?
Turn on the TV or your computer and you’ll find a myriad of stock recommendations from a myriad of commentators any day of the week. But in a recent MarketWatch…
Warren Pieces: Never Sell A Good Business
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1983 Letter to Shareholders, Warren Buffett talked about his approach toward selling. Below is an excerpt…
Trying To Crack Buffett's Code
Can individual investors replicate the strategy used by Warren Buffett? In a recent piece for Brush Up On Stocks, Michael Brush looks at several strategists who try to do just…
Greenblatt's First Formula Has Plenty of "Magic", Too
Hedge fund guru Joel Greenblatt is known for the “Magic Formula” approach that he laid out in his Little Book That Beats The Market. But more than two decades before…
Warren Pieces: Growth IS Value
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2000 Letter to Shareholders, Warren Buffett offered an unconventional take on the growth vs. value…
Reese: Skies Friendly Again for (Some) Airlines
While the airline industry has been fraught with bankruptcies throughout its history, Validea CEO John Reese says things have been looking up for some airlines stocks. (more…)