In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto….
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Vanguard: A 60-40 Portfolio is Still the Bomb
…this “messy” year proves otherwise. This according to a recent article in Chief Investment Officer. The firm’s mid-year investing review argues that the harsh effects of the pandemic on the…
A Customized Stock Portfolio for Every Investor
An investing innovation called “direct indexing”—in which investors use customized indexes that consider certain strategic priorities for portfolios— is getting attention from affluent investors and is likely to spread to…
Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet
Value investors have fallen on difficult times in the most recent decade. Value’s extended underperformance has led many to question whether the strategy still works or if it is broken…
The Pros and Cons of Direct Indexing
…this tax deferral can result in significantly higher returns. There are few free lunches in investing, but for taxable accounts, ETFs are one of them. The benefits of ETFs certainly…
Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
…the author of many excellent investing books including “Dear Shareholder“, “The Essays of Warren Buffett“, “Quality Investing“, and the upcoming “Quality Shareholders: How the Best Managers Attract and Keep Them“….
Gaining A Long-Term Edge With The Wisdom of Peter Lynch
…given his reasonable line of thinking on investing, I would imagine he would tell you there are no free lunches in life and in investing, so don’t think that Robinhood…
Jonathan Tepper Talks Monopolies and Moats
…bad monopolies and investing in companies with competitive advantages.” He adds, “The most important thing is incremental returns on invested capital…What you really want to focus on are companies that…
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. But some have argued…
What Peter Lynch, the Granddaddy of Stock Picking, Might Say To 3 Million New Robinhood Investors
…few could have anticipated. The renewed interest in individual stocks is in opposition to a trend of just a year or so ago, where the rise of passive investing, robo…