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Tag: Featured

Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
2 years ago
Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham

In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world’s leading experts on Warren Buffett. He is also…

Gaining A Long-Term Edge With The Wisdom of Peter Lynch
2 years ago
Gaining A Long-Term Edge With The Wisdom of Peter Lynch

In last week’s piece, link here, I discussed what Peter Lynch might say to the millions of investors who have been investing in individual stocks over the last few months.…

Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
2 years ago
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
2 years ago
What Peter Lynch, the Granddaddy of Stock Picking, Might Say To 3 Million New Robinhood Investors

Over 3 million new accounts were opened at Robinhood in the first quarter of this year – a resurgence in individual stock picking in the heart of the COVID-19 shutdown…

Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks
2 years ago
Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks

Buying expensive stocks has historically been a terrible investing strategy. On average, expensive stocks significantly underperform the market as a whole over time. But despite the poor performance of the…

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By Jack Forehand, CFA, CFP® (@practicalquant) — There are some areas of life where you can never have all the answers – no matter how much you know, how smart you are, or how good the school was you got...
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Six Things That Might Go Right
By Justin Carbonneau (@jjcarbonneau) — During bear markets, it’s easy to talk about all the things going wrong in the market, economy and the world. And in today’s current market environment, there is no shortage of things...
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