…in Institutional Investor. NN portfolio manager Robert Davis outlined the analysis in a case study: “Arguably, behavioral finance is central to value investing where implicitly investors believe the market is…
Search Results for: investing greats
Felix Zulauf on ‘Crazy’ Policies, Bargains and Bitcoin
…investing heavily in Asia through futures and ETFs. In the U.S., he owns some of the FAANG stocks. Gold: According to Zulauf, “gold is dead money this year, but I…
Stocks Go Up in the Long Run
…“For anyone investing over a 30- or 40-year period, losing money investing in equities would be truly unlucky—or caused by circumstances so extreme that very few alternatives would offer a…
Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal (Ep. 76)
…between intuition and empirical results. Kevin’s Research with OSAM ML & Investing Part 1: From Linear Regression to Ensembles of Decision Stumps ML & Investing Part 2: Clustering Follow Kevin…
Weekly Highlights: Is Value Back?, Lessons In Buffett's Letter, and the Story of Wall Street's Bull
…featured on the blog for the week ending 3/11/2021. The Posts We Discus: Value Investing is Back! Or is it? Lessons From Warren Buffett’s 2021 Annual Letter (Ep. 75) How…
Berkshire’s $25 Billion in Buybacks Defended by Buffett
…purchase as he has done during other tumultuous economic periods. The article notes, “while Berkshire has made some smaller investments over the last year—most recently investing $8.6 billion in Verizon…
Value Investing is Back! Or is it?
…obvious to conclude that value investing is back, right? After all, how could value funds produce these kinds of returns without a significant tailwind from the value factor itself? But…
Munger on How Robinhood is Luring Novice Investors in ‘Dirty Way’
…to Munger, the way these platforms are luring novice investors is “regrettable.” Munger is not alone in his criticism. The article reports that Robinhood has been accused of “gamifying” investing…
Weekly Highlights: Is Ark a Systemic Risk?, Bitcoin Matures & Why Everyone Needs A Charlie Munger
…featured on the blog for the week ending 3/5/2021. The Posts We Discuss Bridgeway’s John Montgomery On Their Unique Culture and Lessons From a 25+ Years in Quant Investing Academic…
Investing Know-How for the Masses from Goldman
…the article characterizes as a series of false starts in retail investing that began in 2016. “Marcus Invest is launching at a time when everyday investors’ interest in the stock…