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Day: May 13, 2019

6 years ago
ValueAct's Jeff Ubben on the State of Activism

In a recent interview with CNBC, ValueAct Capital co-founder and CEO Jeffrey Ubben talked about the state of activism investing and shares some general market insights. Here are some highlights…

6 years ago
Quiet Collaboration at Berkshire Hathaway

The environment at Berkshire Hathaway has changed from one where myriad companies run independently of each other to one where top executives of the different units gather regularly to share…

6 years ago
Joel Greenblatt Talks Value Investing, Investor Emotions and his Magic Formula

In a recent Masters in Business  podcast interview with Bloomberg columnist Barry Ritholtz, investor, professor, author and co-chief investment officer of Gotham Asset Management Joel Greenblatt talks about his early…

Recent Original Research
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Twin Momentum combines technical analysis with fundamental quality assessment to create a powerful framework for identifying premium investment opportunities. This methodology only selects companies that excel in both price momentum and business fundamentals, specifically targeting those in...
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Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend aristocrats. This modified timeframe acknowledges the technology...
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Strong free cash flow yield stands out as a key metric for identifying financially healthy companies in today's volatile market. This indicator highlights firms that effectively generate cash from operations compared to their market value. Companies with...
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