…to emulate Buffett’s long-term, value-based approach to investing. The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash…
Search Results for: investing greats
Finding Picassos: How Great Microcaps Become MultiBaggers | Ian Cassel
In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where…
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
…where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies…
The Importance of Expectations in Investing
Oftentimes in investing, all of us think we have figured something out. We think we know that a growth company is going to achieve great results going forward. Or we…
Finding Twin Momentum Stocks
…Investing The Twin Momentum approach offers several advantages: Dual Validation: By requiring both fundamental and price strength, the strategy helps confirm that a company’s stock price gains are supported by…
Practical Lessons from Rob Arnott
In this episode of Two Quants and a Financial Planner, we dive deep into the insights we’ve gained from our conversations with investing legend Rob Arnott. We explore Rob’s unique…
Five Stocks Both Warren Buffett and Peter Lynch Might Like
…many ways, there are currently five stocks that manage to satisfy the criteria of both investing legends, according to Validea’s guru-based models. Let’s examine why these companies have caught the…
Validea's Top 10 Joel Greenblatt Magic Formula Stocks - October 2024
…yield) relative to other companies in the market. The strategy involves ranking companies based on these two factors, then investing in the top-ranked stocks. The simplicity of the approach is…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
…on many investors’ minds, including: Is value investing still effective in today’s market? How is the rise of passive investing impacting market efficiency? Should we be concerned about market concentration?…
Building a Quantitative Strategy Based on Warren Buffett's Approach
…The Buffett Philosophy Before diving into quantitative criteria, it’s important to understand the core tenets of Buffett’s investing philosophy: Focus on the long-term Seek a margin of safety Invest in…