A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2000 Letter to Shareholders, Warren Buffett offered an unconventional take on the growth vs. value…
Tag: Warren Buffett
Be A Macro "Climatologist", Not A "Meteorologist"
Since the financial crisis and Great Recession, many investors have been basing their decisions on macroeconomic factors, something that most value investors might frown upon. But Vitaliy Katsenelson says that…
Like Peter Lynch Said, You Gotta Believe
In his latest column for Forbes.com, Validea CEO John Reese invokes mutual fund legend Peter Lynch in discussing the importance of staying disciplined when the market gets rough. (more…)
Fama, French, Buffett & Value
In his latest column for Forbes.com, Validea CEO John Reese looks at the implications of new research from renowned finance professors Kenneth French and Eugene Fama that turns conventional thinking…
Defending Buffett, Part I ...
While a new analysis seems to indicate that Warren Buffett has lost his touch in recent years, Validea CEO John Reese says that a deeper examination indicates otherwise. (more…)
... Defending Buffett, Part II
Further support of the notion that Warren Buffett hasn’t lost his touch comes from Fortune’s Stephen Grandel, who says the study critiquing Buffett’s recent performance has some major flaws. (more…)
Buffett: Economy Picking Back Up
Warren Buffett says he wasn’t too surprised by the weak first quarter GDP report, and says things appear to be picking up in the second quarter. (more…)
Guru-Approved Economic Moat Stocks
In his latest for Nasdaq.com, Validea CEO John Reese looks at the “economic moat” concept that helps guide Warren Buffett’s investment approach. (more…)
Buffett's "To-Don't" List
When you are widely considered the greatest investor in the world, people want you to give them advice on what they should do. But in a recent CNBC appearance, Warren…
Buffett Not Deterred By Ukraine Troubles
The ongoing trouble in Ukraine has been a daily worry in the stock market news. But Warren Buffett says it’s not impacting his approach. Asked if talk of potential world…