Over a more than 46-year investment career, former Franklin Templeton portfolio manager Don Reed has learned patience, says a recent Morningstar article. In an interview on January 31st (the formal…
Tag: Long Term Investing
Why Value Investors Need "Mental Toughness"
At the end of the Super Bowl, a jubilant Tom Brady attributed the Patriot’s win to the “mental toughness” the team had demonstrated all year–which, no doubt, came in handy…
Swensen's Yale Endowment Model Not a One Size Fits all Investing Approach
The evolution of Yale University’s endowment fund has become something of legend, as described in a recent article in Chief Investment Officer. In the mid-80’s, as the story goes, the…
Zweig's Market Survival Guide
There’s a lot of talk among investors about beating the market, but in a recent Wall Street Journal article Jason Zweig suggests that many overlook the challenge of merely surviving…
Investing Principles: What Has Worked
For the next several weeks, our daily blogs will include information from a 1992 publication by the investment firm Tweedy, Browne Company LLC entitled What Has Worked in Investing: Studies…
Debating with the Oracle of Omaha
It’s tough to argue with one of the most legendary investors of all time, but Paul Merriman (founder of Seattle-based Merriman Wealth Management) apparently takes exception with some of Warren…
Every Crisis is Different
It would be great if we could extract lessons from every financial crisis and then apply those lessons to avert future crises. Alas, writes Morningstar columnist John Rekenthaler, “The market’s…
The Fool’s Housel on Brexit: Hurry Up and Wait
Thursday’s vote by the U.K. to leave the European Union has precipitated a host of commentary across countless channels. Last Friday, Morgan Housel of The Motley Fool offered frank advice…
Buy and Hold, Then Hold Some More
The old adage “if it ain’t broke, don’t fix it” can apply to many situations, and perhaps the world of investing is among them. A recent article in Investment News…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
Barron’s profiles Primecap Management, which it describes as “one of the best fund shops you’ve never heard of.” All of its six mutual funds are beating at least 86% of…