…Vincent Deluard of INTL FCStone, who advocates for “identifying and investing in individual gems” that could potentially outperform indexes. Deluard says that the popular stocks in indexes tend to be…
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David Einhorn Favoring Retail Over Tech
…and Greenlight’s investing thesis.” But the fund’s second-quarter purchases of Gap, Best Buy, and TJX Companies, it says, suggests that “Greenlight is betting on consumers.” Although the article says the…
Market Wisdom from Howard Marks
…an event that is pre-determined or predictable, but rather as a range of possibilities, as a “probability distribution.” Unlike in other businesses, says Marks, in investing there’s no single approach…
The Pitfalls of Back Testing
…past decade, you would likely conclude that value investing is a waste of time and growth investing produces significant outperformance. Looking at 50 years of data, however, would yield the…
It's Hard to Predict Bear Markets
…equity sector or fund style is a guaranteed ‘safe’ choice during the next bear market.” However, it offers the following suggestions “to increase your chances of investing success under any…
Market Insights from Omega's Cooperman and Einhorn
…low volatility and a high correlation of stocks within the markets, “making stock-selection outperformance difficult.” He concludes, “We’re on the doorstep of active investing doing better than passive.” …
Most Viewed Posts on Validea
…Complex? [2] Value Investor Channels Buffett [3] Swedroe on Factors in Emerging Market Stocks [4] Passive Investing Could Cause Market Trouble ——- Photo: Copyright: arcady31 / 123RF Stock Photo …
Value Investor Channels Buffett
…his co-manager Daisuke Nomoto use both a class value strategy (investing in companies selling at a discount to asset or book value) as well as the style popularized by Warren…
Swedroe on Factors in Emerging Market Stocks
In a recent article for ETF.com, BAM Alliance director of research Larry Swedroe outlines findings of an August 2018 study on factor-based investing titled, “The Cross-Section of Equity Returns in…
Commodity Indexing May Be Futile
Index investing in the commodities market hasn’t done so well, according to an article in The Wall Street Journal. The article cites data from Sam Stovall, chief investment strategist at…