Jack appeared on the Zona Value podcast. He discussed the history of Validea, some lessons from applying our strategies to the real world, and the recent underperformance of value investing.
Tag: Guru Strategies
Housing Market Confidence is Building
Homebuilder optimism has grown, according to The National Association of Home Builders/Wells Fargo Housing Market Index (HMI) which settled at 65 in September (it had not been that high since October…
Stocks with a Durable Competitive Advantage
A mainstay of Warren Buffett’s investment philosophy is his belief that the strongest companies possess a keen competitive edge against their peers. He looks for businesses that perform consistently, regardless…
Canadian Stocks Offer Value
Since the start of the bull market in March 2009, U.S. equities have outperformed Canadian stocks. However, things are changing and the Canadian stock market is coming on strong, writes…
Graham and Buffett Back-to-School Picks
There’s a wide range of expectations for the retail sector with respect to this year’s back-to-school shopping results. In a recent article for Forbes, Validea CEO John Reese offers some…