…has rewarded value investing and other strategies … that rely on buying what other investors are avoiding.” The study also tested stock returns based on popular opinion and found that…
Search Results for: investing greats
Schumer and Sanders on Limiting Buybacks
…ever-growing share of profits to dividends and share buybacks “rather than investing in ways to make their businesses more resilient or their workers more productive.” Between 2008 and 2017, the…
The Cons of Market Cap-Weighting
…market “turns sour” on a company’s outlook, a market-cap weighted strategy will then own less of that stock. “The contrarian nature of value investing,” the article says, “makes it incredibly…
Five Questions: Modern Monetary Theory with Cullen Roche
By Jack Forehand (@practicalquant) — It has been a long time since inflation was a major issue in the US economy. Unless you have been investing forty years, you have likely…
The New "Dogs of the Dow"
The classic, hands-off investing strategy known as the “Dogs of the Dow” kept investors “relatively safe” last year, according to an article in CNBC.com. “If one had bought the 10…
Factor Timing: Skepticism in Order
…data mining. “While it isn’t prudent to write factor-timing off just yet,” it concludes, “it’s important to not lose sight of one of the main goals of multifactor investing: diversification.”…
Five Questions: Private Equity in Public Markets with Brian Chingono
…just investing in companies much like public investing is. It is a bet on the discounted value of the future cash flows of a business. So it turns out that…
Bill Miller Loving Life in the Wilderness
Institutional Investor recently published a profile of former Legg Mason “investing god” Bill Miller, whose career hit a bump in the road after the financial crisis—when his signature fund lost…
Founder of Winton Capital Talks Artificial Intelligence
…uncertain.” By contrast, he quipped, Warren Buffett’s investing prowess comes from his “knowing everything about everything.” Harding is drawn to momentum investing in part because of his educational background in…
Learning from Buffett's Performance
…answer is very active in terms of how different the equity portfolio looks vs. the broader market index. The combination of Buffett’s portfolio and investing acumen has translated into one…