Guru Investor Blog Weekly Highlights: 01/15/2021
Here are the articles we found the most interesting on the blog for the week of 01/15/2021. This week we highlight research and discuss whether intangible assets have broken value…
Bill Ackman’s Fund is Still Cheap Despite his Blockbuster Year
Although Bill Ackman is “ending a second blockbuster year in a row,” investors don’t seem to be keen to invest in his Pershing Square Holdings fund, which continues to trade…
The Pros and Cons of Fractional Share Trading
In a recent Wall Street Journalarticle, columnist Jason Zweig explains how fractional-share trading puts a stake in single stocks—which may otherwise be too expensive—within “anyone’s reach,” but adds, “As with…
Are Intangibles to Blame for Value’s Pain?
A recent CFA Institute article debates the notion that the value factor’s long stretch of poor performance is due primarily to the increase in the percentage of intangible assets as…
Dogs of the Dow Strategy Could Work in 2021
The stock picking strategy referred to as the Dogs of the Dow— that calls for buying the 10 highest-dividend-yielding stocks in the Dow Jones Industrial Average—was a bust in 2020,…
Four Books on Investing Recommended by Warren Buffett
A recent CNBC article recounts a conversation between legendary investor Warren Buffett and Better Booch Kombucha company founder and CEO Trey Lockerbie in which Buffett suggested that he reread Benjamin…
Considerations For Investors Seeking High Dividend Paying Stocks
Many stock investors seek out high dividend paying companies. Over time, dividends have been an important component of long-term stock returns and many investors, particularly investors drawing off their portfolios,…
A Cautionary Tale for Retail Investors: Robinhood’s $65 Million Fine
In December, the Securities and Exchange Commission said that the trading platform Robinhood was not forthright with customers on how it makes money and has fined the platform $65 million.…