…the company’s quality. But the above-mentioned stock market greats valued stocks by focusing on the underlying fundamentals—true indicators of how well a business is performing. They understood that companies with…
Search Results for: investing greats
BlackRock's Ang on Factor Investing
Andrew Ang, who runs factor investing at BlackRock, argues that factor investing remains “the language of investment excellence” despite naysaying by the likes of Vanguard’s Jack Bogle and smart-beta pioneer…
The Best Investing Podcasts
…expand my knowledge – not just in investing, but also in many other areas of life. We hope you enjoy this series and find it helpful in your investing. If…
The Dangers of Index Investing
…a growing number of experts arguing that passive investing is “strangling” the economy.’ The article cites research conducted in 2014 (by economist Jose Azar, Martin Schmalz and Isabel Tecu) to…
Quant Funds Showing Weaker Returns
…that “pedestrian” quant strategies or factor investing “won’t survive.” He argues that quant funds need to exploit market inefficiencies to be successful, that they’re “waiting for the sucker to come…
Ritholtz on the Challenges of Active Investing
In a Bloomberg article from earlier this month, columnist Barry Ritholtz outlines some of the benefits and challenges inherent in active investing. He cites the following “desirable goals” and some…
The Pros and Cons of the Shiller P/E Ratio
…is investing in US stocks and bonds should understand that the odds they will experience much lower than average returns for the next 10 years are very high. For example,…
An Argument Against Passive Investing
…some of Montier’s comments from the interview: Passive investing: “You cannot describe yourself as an investor if you are going passive. You are welcome to call yourself a speculator, but…
Goldman's Rebuilt Quant Approach
…performance than a repeat of the panic of 2007.” It refers to smart-beta investing pioneer Rob Arnott (founder of the firm Research Affiliates), who argues that the dramatic inflow of…
Investors: Become "Unshakeable" With These Five Investing Commandments
…avoid costly, emotionally-driven decisions. Warren Buffett, a guru Robbins mentions specifically, is a fervent proponent of level-headedness and argues that when emotions and investing decisions cross paths, it can be…