Investing in “high-quality” stocks sounds like a no-brainer. But in a very interesting piece on ETF.com, Vitali Kalesnik and Engin Kose of Research Affiliates show that quality metrics alone don’t…
Search Results for: investing greats
Good Companies, Cheap Shares: How To Win With The Greenblatt Approach
…Book” — it’s only 176 pages long and small enough to fit in your jacket pocket — broke investing down into terms even an elementary schooler could understand. In fact,…
O'Shaughnessy on Investor Psychology, Bond Market Trouble, and Why Value Wins
In a wide-ranging interview with Barry Ritholtz on Bloomberg View, quantitative investing guru James O’Shaughnessy recently talked about why human beings are such inferior prognosticators compared to computer models, what…
Northern Exposure: Quant Models in Canada
…collectively,” Reese adds, “I think the long term results demonstrate that following the strategies of investing greats, like Warren Buffett and Peter Lynch, in a disciplined, systematic fashion can give…
Benjamin Graham's Lasting Legacy
Benjamin Graham is known as the Father of Value Investing, and this video from the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School offers a great look…
Mauboussin On "Hitting .400" In Today's Investing World
In a great interview with Barry Ritholtz on Bloomberg View, Michael Maboussin of Credit Suisse and Columbia University offered some intriguing insights into the role of luck in investing, and…
The Investor's Diving Board Dilemma
…subject, and was able to quantify some of the cost of investing gradually,” Sommer writes. “Using the Standard & Poor’s 500-stock index and its predecessors, Bernstein examined the rolling one-year…
O'Shaughnessy: Keep It Simple With Shareholder Yield
…approach to investing works remarkably well,” O’Shaughnessy writes in a Yahoo! Finance column. “Between January 1st, 1927 and November 30th, 2013 … an investor starting with $10,000 who simply bought…
Greenblatt on the Valuation Dichotomy
…also talked about his overall investing approach, and how he values stocks. Validea’s Joel Greenblatt-based portfolio is up 10.2% annualized since its late 2005 inception vs. 4.9% for the S&P…
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
…often comes from seeing things differently than the rest of the crowd. That’s particularly true in investing. History’s greatest investors usually look at the same picture everyone else looks at,…