In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we’ve learned throughout our careers in investing and financial planning. We discuss the importance of…
Tag: Featured
What We Learned From the 12 Hour PNL For a Purpose Livestream
In this episode of Two Quants and a Financial Planner, we discussed the key insights and lessons learned from our 12-hour live podcast event, “PNL for a Purpose.” Throughout the…
Warren Buffett is Selling Apple - His Model Disagrees
At Berkshire Hathaway’s annual shareholder meeting this past weekend, it was revealed that Warren Buffett has been selling off his stake in Apple (AAPL). According to Berkshire’s latest 13F filing,…
The Growth Strategy of Martin Zweig
Martin Zweig was a legendary investor, money manager, and financial analyst. From a young age, Zweig was fascinated by the stock market. By the time he was in college, he…
Understanding Low Volatility Investing
What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. The core tenet is that lower risk stocks, as measured…
Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era
In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that…
Show Us Your Portfolio: Jared Dillian
In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book “No Worries: How to Live a Stress-Free Financial…
Separating Winners from Losers in Growth Investing: The Mohanram Approach
In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth…
PNL for a Purpose: Livestreaming to Help Fight Cancer
On April 30th, Validea’s Jack Forehand and Justin Carbonneau will co-host an all day livestream on YouTube along with Matt Zeigler and SpotGamma’s Brent Kochuba to raise money to help…
The Double-Edged Sword of Trend Following
In this episode of Two Quants and a Financial Planner, we dive deep into the world of trend following investment strategies. We explain what trend following is, discuss the potential…