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Tag: Featured

Breaking Down the Greatness of Warren Buffett
3 weeks ago
Breaking Down the Greatness of Warren Buffett

Warren Buffett just celebrated his 93rd birthday. And for most of his life, he has been demonstrating the power of disciplined investing and compounding to all of us. In this…

High Quality Growth Investing in Europe with Alistair Wittet
4 weeks ago
High Quality Growth Investing in Europe with Alistair Wittet

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria…

Put Down the Dividends and Slowly Back Away
1 month ago
Put Down the Dividends and Slowly Back Away

Investors love dividends. The idea of having money deposited into your account on a regular basis can be a very attractive one. As a result, dividend-based investment strategies have become…

Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis
1 month ago
Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis

Many Americans rely on 401k plans as the primary source to fund their retirements. But many also don’t understand the behind-the-scenes details that play a significant role in the outcomes…

The Opportunity in Emerging Markets with AQR's Dan Villalon
1 month ago
The Opportunity in Emerging Markets with AQR's Dan Villalon

International stocks, and particularly emerging market stocks, have struggled relative to US stocks for a long time. That has led some to suggest that international diversification no longer makes sense…

Joel Greenblatt Magic Formula Stock Screen: Intersection of Warren Buffett & Ben Graham in One Model
1 month ago
Joel Greenblatt Magic Formula Stock Screen: Intersection of Warren Buffett & Ben Graham in One Model

This week we use the Magic Formula, developed and written about by Joel Greenblatt in his book, The Little Book that Beats the Market. Today’s Screen: X Pass the Earning…

The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies
1 month ago
The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing…

Untangling the Challenging Rules of Inherited IRAs
1 month ago
Untangling the Challenging Rules of Inherited IRAs

Inherited IRAs can be very challenging for investors to understand. Not only are there a series of different rules that govern how money must be withdrawn from them in each…

Lessons from Evaluating Investment Managers with Clare Flynn Levy
1 month ago
Lessons from Evaluating Investment Managers with Clare Flynn Levy

In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare…

Navigating Fear: Lessons from Great White Sharks and Bear Markets
1 month ago
Navigating Fear: Lessons from Great White Sharks and Bear Markets

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family.  There was lots of beach time, but I had a ringing in my ear…

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Recent Posts
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Recent Original Research
September 13, 2023
Investing for Longevity: Wealth Creation Inspired by Blue...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out on Centenarians (Live to 100: Secrets of the Blue Zones) – individuals who live to 100+ years old – and areas of the world with there...
September 6, 2023
Small Cap Value: Waiting for the Jumpstart
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I've seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I see these charts, my ears definitely perk...
August 23, 2023
The Human Touch in Quantitative Investing: Decisions Behind...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing models are hailed for their systematic and...
August 16, 2023
Navigating Fear: Lessons from Great White Sharks and...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family.  There was lots of beach time, but I had a ringing in my ear of the last few phone calls with...
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