…(a great value investor in his own right), and Bruce Newberg to test their own version of [Benjamin] Graham’s [net current asset value] investing approach,” Net Net Hunter writes. “The…
Search Results for: investing greats
Warren Pieces: Growth IS Value
…investing debate. Below is an excerpt from the letter (page 13). Validea’s Warren Buffett-inspired portfolio is up 102.9% since its late-2003 inception vs. 83.8% for the S&P 500. Check out…
Sonders: Economy Looking Up
…no great rush to get into the stock market at this point, but maintaining a steady investing discipline in the face of what we think is a continuing secular bull…
Blending Growth And Value With The O'Shaughnessy Approach
…quantitative investing strategies might be an exaggeration — but not much of one. Over the years, O’Shaughnessy has compiled an anthology of research on the historical performance of various stock…
Be A Macro "Climatologist", Not A "Meteorologist"
…of the housing bubble. “There is a significant difference between being a meteorologist and a climatologist, but unfortunately in investing, both activities fall under the rubric of macro analysis, and…
Akre On Finding "Compounding Machines"
…reinvest their free cash into the business rather than paying dividends. And he discusses how investing in companies with good growth, high returns on capital, strong balance sheets, and good…
AQR Takes On "Momentum Myths"
Momentum stocks have taken a hit recently, but those who say that indicates momentum investing is not a profitable long term approach are dead wrong, say the authors of a…
Reese On Investing In Retailers In A World With Less QE
In his latest column for Seeking Alpha, Validea CEO John Reese says that the end of the Federal Reserve’s quantitative easing effort means investors should be careful about which retailers…
Lo On Buying Low
…develop ways to help correct those mistakes. He says the process is designed to understand when humans’ investing instincts are helpful, and when they are damaging, and learn from that….
OSAM On How To Beat The Tax Man
Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…