Buffett's Energy Dump

While oil prices were tumbling in the fourth quarter, Warren Buffett’s Berkshire Hathaway was dumping most of its energy holdings, according to recent regulatory filings. (more…)

Reese on the Active vs. Passive Debate

In a recent interview with TheStreet.com’s Jill Malandrino, Validea CEO John Reese talked about his guru-inspired investing approach, and offered his take on the active vs. passive debate. (more…)

HowTo Identify A Moat, Guru-style

In his latest column for Seeking Alpha, Validea CEO John Reese looks at how Warren Buffett — and other gurus — have gone about identifying companies with “economic moats”. (more…)