Berkshire Hathaway Breaks Tradition with Fintech Investments
Todd Combs, one of Berkshire’s two top money managers, led the conglomerate’s recent $600 million investment in two fintech companies focused on emerging markets—Paytm and StoneCo. This according to an…
Corporate Debt and the Next Recession
A recent Bloomberg article features a debate between columnists Nir Kaissar and Noah Smith on whether U.S. companies have accumulated too much debt and whether it represents a risk to…
The Quest to Quantify Investing's Culture
After decades of study, the firm Willis Towers Watson has built a framework to quantify corporate culture that includes more than 20 factors, according to a recent article in Institutional…
Rotation from Growth to Value Might Not Be Imminent
Although some investors are making the case that “stock market leadership should be passing from excellent-but-expensive growth stocks to cheaper value stocks more tied to a strong U.S. economy,” any…
Active Bond Managers are Beating the Market
When it comes to bond funds, says a recent article in The Wall Street Journal, “bargain shopping may not be the best idea.” Higher-priced portfolios assembled by active money managers,…
Learning from the Hierarchy of Investor Needs
By Justin J. Carbonneau (@jjcarbonneau) — The original “hierarchy of needs” model was developed by Abraham Maslow in 1943. Maslow proposed the hierarchy as a way to understand human motivation…
Most Read on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog.- [1] The Benefits of Base Rates [2] Ian Cassel: Investing is Hard [3] Biology Key to…
Buffett and Cooperman Agree Luck is Key to Investing Success
“Whatever success I’ve achieved, I think I’ve achieved it because I’ve been very lucky,” said founder and CEO of Omega Advisors Leon Cooperman in an October interview on CNBC. Cooperman…