…price of something and understand that it’s wrong and why. My history tells me that very few people have the ability to do that with regard to macro investing.” …
Search Results for: investing greats
SoftBank to Buy Alternative-Asset Manager Fortress
…help it find and structure deals. It also picks up an asset-management back office—compliance, legal and other functions—that could help as it builds out its own investing business.” …
Sexy Companies Don't Necessarily Make Good Investments
…2016.” Citing new research from Charles Lee and Ken Li of Stanford University, the article uses this as an example of an investing conundrum: those companies most likely to issue…
Buffett's Breakfast Benchmark
…from $2.61 up to a grandiose $3.17, writes Reese. Hardly the lap of luxury, but in line with Buffett’s down-to-earth approach to investing: “Control your discretionary spending when stocks are…
On Becoming Warren Buffett and Some Fat-Pitch Picks
As explained by the legend himself in the recent HBO documentary “Becoming Warren Buffett”, the Oracle of Omaha stays within what he calls his “Circle of Competence” when investing. This…
Has Trump Resurrected Active Management?
Hedge fund manager Dan Loeb believes the current environment is “undoubtedly better for active investing—just as active investing was considered to be on its deathbed,” according to an article on…
Mohnish Pabrai Mimics Buffett and Munger
…those rules, he points out, is not to engage analysts. “Having analysts,” he says, “means you are missing out on learning about the businesses you are investing in.” Pabrai does…
Fundamentally-Focused Momentum Stock Picks
Momentum investing can sound like performance-chasing since it involves buying top-performing stocks on the assumption that the performance will continue, writes Validea CEO John Reese in last week’s Nasdaq. The…
Hulbert Challenges Harvard's Lesson on Investing
After a disappointing year in which its endowment fund actually lost money, Harvard University fired half of its investment staff, writes Mark Hulbert in last week’s MarketWatch. However, he argues,…
Why Value Investors Need "Mental Toughness"
…performance of value vs. growth over the last few years. According to Ben Johnson, co-author of the book Strategic Value Investing, “Successful value investing requires independent thought and going against…