In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Tag: Featured
Value Investing is Back! Or is it?
By Jack Forehand (@PracticalQuant) — Those of us who run value strategies have had more reason to celebrate in the past 9 months than we had in the prior decade…
Lessons From Warren Buffett's 2021 Annual Letter (Ep. 75)
In this episode, we cover the major points Warren Buffett covered in his 2021 annual letter and talk about some lessons investors can learn from them. We discuss: The importance…
Weekly Highlights: Is Ark a Systemic Risk?, Bitcoin Matures & Why Everyone Needs A Charlie Munger
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Bridgeway's John Montgomery On Their Unique Culture and Lessons From a 25+ Years in Quant Investing
In this episode, we are joined by John Montgomery, the founder and CIO of Bridgeway Capital Management. Bridgeway is unique in the world of Wall Street, where profits are usually…
Bitcoin Grows Up
By Justin J. Carbonneau (@jjcarbonneau) — Bitcoin has gone from JV to Varsity, and now has a valuation as high as some of the world’s top companies. Turning 12 years…
Academic Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou (Ep. 73)
In this episode, we are trying something new. There is so much academic research out there about markets, and what drives their returns over time, that it can be very…
Weekly Highlights: Dot-com Parallels, Technology as an Asset Class & Blending Investment Factors
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Some Practical Ways to Look at Blending Factors
By Jack Forehand, CFA (@practicalquant) Those of us who run quant portfolios sometimes like to prove how smart we are. We like to throw out advanced statistical concepts that show how well…
GameStop: What Happened, How it Happened, and Lessons We Can Learn From It (Ep. 72)
The rapid rise and fall of GameStop earlier this year was unlike anything many of us have seen in our investing careers. The stock’s price went from the single digits…