…and consistency, as illustrated below (fundamental investing represented in blue): The article concludes: “While we are still a long, long way from a general artificial intelligence singularity, AI as a…
Search Results for: investing greats
Investors Back Away from Tobacco Stocks
European pension funds and insurers have started divesting tobacco holdings as a push toward socially responsible investing has led to a downturn in performance. This according to an article in…
The Balance Between Simple and Complex in Investing
…examples. Is Simple Value Investing Dead? If you look at the academic research that provides long-term support for value investing, it is actually very simple. When Fama and French defined…
Swedroe: Global Diversification is Key
…of “convex” and “concave” investing behavior: Individual investors, writes Swedroe, “tend to be performance chasers,” a problem compounded by their short memories. “It wasn’t long ago that investors were piling…
Howard Marks on Improving Investing Odds
At the CFA Society Portland’s Annual Investment Strategy Dinner last month, Oaktree Capital co-chair Howard Marks said the two most important factors for investing success are managing risk and understanding…
Buffett on Tax Cuts, China and Women in Business
…argues Buffett, is more speculation than investing. When investing, he explained, you’re looking to the asset to deliver a return, while in bitcoin “you’re just hoping the next guy will…
The Buy and Hold Optometrist Billionaire
Forbes recently profiled self-made billionaire and philanthropist Herbert Wertheim, 79-year-old who amassed his fortune from a “lifetime of prudent do-it-yourself buy-and-hold investing.” The article chronicles Wertheim’s life as an optometrist…
The Damaging Role of Biases in Investing
…because it is the correct thing to do given the facts or whether my confirmation bias is at work here. And everyone has their own version of value investing. Investing…
Morgan Housel on the Biggest Returns
In an article for The Collaborative Fund, Morgan Housel draws a parallel between the energy industry and investing through a discussion of how conservation and efficiency in the former has…
The Impact of Declining Valuations
…“relative results varied depending on the market environment. During optimistic times, you may have done well by being insensitive to price and investing in the best companies (the 100% weighted…