I am excited to announce the publication of my new investment book, The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies. The book details the approaches…
Bogle, Siegel, O'Shaughnessy: Where Do They Have Their Own Money?
While they have been hit hard over the past year, many of the world’s top investors aren’t shying away from the stock and bond markets, writes The Wall Street Journal’s…
There's Magic in Greenblatt's "Magic Formula"
I’ve added a new investment model to my arsenal. It’s based on the “Magic Formula” strategy that Joel Greenblatt outlined in The Little Book that Beats The Market. Some of…
What Does It Mean to be a Value Investor?
In a piece written for Forbes.com’s “Gurus’ Guide to 2009“, John Heins and Whitney Tilson do a great job in examining just what makes an investor a value investor. While…
J. Zweig on Forecasting & Black Swans
Jason Zweig unveils some great research in his latest piece for The Wall Street Journal (“Why Market Forecasts Keep Missing The Mark”). With all sorts of pundits making predictions for…
'Good to Great' Author Collins: "Those Who Panic, Die On The Mountain"
Jim Collins, author of the top selling business books “Built to Last” and “Good to Great”, speaks with Fortune magazine about what it takes for companies to emerge from difficult…
Reese on New Guru Model, Economy
In his latest Hot List newsletter, Validea CEO John Reese unveils a new guru-based stock selection model, and tells readers that continuing economic woes don’t have to mean continued trouble…
Grantham on Cycles, Bargains, and the "Creative Tension" Facing Stock Investors
In an excellent interview with Steve Forbes, Jeremy Grantham — the bear who called both the 2000 market crash and the recent plunge — discusses how he’s avoided the bursting…
Yale's Swensen: U.S. Should Have Learned Lesson in '87, '98
Yale endowment manager David Swensen, who has been one of the most successful institutional investors in the world for the past two decades, tells Charlie Rose that the underlying problems…
Data Shows Bottom "In Sight"
Using the research of Jeremy Siegel, Peter Brimelow and Edwin Rubenstein write on MarketWatch that stocks “can’t go all that much lower before getting to unsustainable depths”. The duo —…