Investors have been buying stocks on the cheap since the dawn of the stock market, presumably under the belief that eventually those unpopular stocks will have their day in the…
Growth Will Speed Up 7% Over Next Half Century
In an interview with CNBC, founder and CEO of Baron Capital Ron Baron stressed that it’s important to consider ESG factors when choosing where to invest. In the face of…
Markets Ignore Danger of Looming Debt
If interest rates go higher, struggling companies that borrowed too much debt could be in big trouble—something that investors aren’t prepared for, contends an article in The Wall Street Journal.…
How Apple Became Buffett’s Biggest Investment Coup
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…