…qualitative insights, it provides a systematic way to apply core principles of his investing philosophy. Here are the top ten highest scoring stocks for July 2024 for Validea’s Patient Investor…
Search Results for: investing greats
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
…large tech companies driving most of the gains while many stocks have declined. We also explore some unexpected developments in housing, bonds, and factor investing performance. Overall, we aim to…
The Challenge of Persistent Inflation with Bob Elliott
…of gold in a diversified portfolio. We also touch on the complexities of investing in hedge funds and the impact of fiscal policies on market dynamics. 🖥️ Watch on YouTube…
Nine Lessons From Rick Ferri
…investing and discuss how his insights apply to various investment strategies, including factor investing.We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of…
Show Us Your Portfolio: Eric Crittenden
…equities, bonds, and a systematic global macro program investing in various uncorrelated markets. We also explore the importance of diversification beyond traditional stock and bond portfolios, his views on homeownership,…
Could Lululemon Be Buffett's Next Buy
Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks,…
The Benefits of a Simple Investment Approach with Rick Ferri
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance…
ETF Factor Profile: QVAL
Validea’s ETF Factor Report looks at hundreds of US Equity ETFs through the lens of the major investing factors. We look at each ETFs exposure to a variety of factors…
15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons
…concepts, such as the transformation of risk, the necessity of pain to achieve premiums, and the philosophical limits of diversification. Through a mix of investing and real-life examples, we discuss…
Investing in India's Huge Growth Potential with Anupam Ghose
…quality, defines a competitive moat, and manages risk in the portfolio. This conversation uncovers some of the unique considerations investors should keep in mind when investing in emerging markets like…