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…
Tag: Featured
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
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
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
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
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
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
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 Not only are there a series of different rules that govern how money must be withdrawn from them in each…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
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
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…