Readers who read investment books aren’t looking for the twists and turns of a mystery novel; they want advice and ideas on how to become better investors. David Rubenstein’s “How…
Tag: Great Investors
Value Investing, Compounding and Lifelong Learning with Gautam Baid
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria…
Fayez Sarofim, Billionaire Investor & Art Collector, Dies At 93
Billionaire investor Fayez Sarofim, who founded Fayez Sarofim & Co. in Houston in 1958, has died at the age of 93, reports an obituary in Barron’s. Sarofim immigrated from Egypt,…
Jack Schwager on What We Can Learn From History’s Best Traders
In this episode we speak to Jack Schwager. Jack is the author of the Market Wizards series of books and has been studying the best traders for decades. He has…
Remembering Legendary Investor Michael Price
In a tribute piece in Barron’sfor Michael Price, the well-known value investor who passed away last week at age 70, Meryl Witmer writes of the years she spent working with…
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
When we started Excess Returns, we stayed away from having a standard closing question for guests because we couldn’t come up with one that summed up the knowledge of our…
In Pursuit of the Perfect Portfolio with Stephen Foerster
Investors are constantly searching for the perfect portfolio. Although it may be elusive, there are common principles that can allow all of us to get closer to it. We speak…
William Green: Takeaways from Greatest Investor Interviews
A recent article in the American Association of Individual Investors (AAII) offers insights from author William Green, whose new book “Richer, Wiser, Happier: How the World’s Greatest Investors Win in…
Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter
Warren Buffett has one of the greatest long-term investing track records of all time. The chart below shows the excess return (y-axis) over the market of some of history’s best…
Great Investors are Philosophers
History’s great investors all have one thing in common: “They are investment philosophers,” according to an article in CFA Institute. The “typical” fund manager “talks their book,” the article argues,…
