It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…
Search Results for: investing greats
Value Stocks and Why You’re Not Getting a Premium
…patience and good luck, active investing can “easily derail a lot of good investment choices.” A more sensible choice for capturing the long-term benefits of value investing, it says, is…
Which is Best for You, Growth or Value Investing?
A recent article in Forbesoffers insights on and comparisons of growth and value investing strategies. While a growth investing strategy “aims to buy young, early stage companies that are seeing…
What Is the Future of the 60/40 Portfolio?
…many of the biggest names in the investing world,” the article notes, quoting Blackstone vice chairman Tony James’ recent prediction that stocks will suffer a “lost decade” as companies continue…
The Role of Expectations in Investing
…the price of the stock. https://operators.macro-ops.com/wp-content/uploads/2017/09/Expectations-Investing.pdf Let’s look at a concrete example. Investing in growth stocks typically affords investors an opportunity to own companies that are doing well. Investing in…
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)
…active portfolio; The various approaches to fundamental indexing; The one type of active management that should be avoided at all costs; The pros and cons of factor investing; Whether the…
Overlooked Fact About Buffett’s Fortune
…compounding using the example of Warren Buffett’s legendary accumulation of wealth (a net worth of $81 billion). “Those who attach all of Buffett’s success to investing acumen miss an important…
Investing’s Real Magic Formula: Compounding
…of investing early, the power of compounding and long-term investing by giving the following example of two investors (courtesy of an excerpt on ValueWalk): Investor A: Starts investing $2000 a…
Hedge Funds Appeal to Morgan Stanley’s Rich Clients
Morgan Stanley’s wealthy investors, more and more nervous about a fragile stock market, have been “reversing course” from high-flying stocks like Apple and Amazon and investing in hedge funds. This…
Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
…variety of topics related to the fund industry and investing in general. We discuss: The key attributes to look at when analyzing funds; The pros and cons of passive investing;…