Skip to content
Validea's Guru Investor Blog

Day: September 21, 2020

Passing on Seth Klarman: Doubts Rise About the Iconic Hedge Fund Blaupost
3 years ago
Passing on Seth Klarman: Doubts Rise About the Iconic Hedge Fund Blaupost

A recent article in Institutional Investor reveals that “doubts have begun to percolate within the elite investor class” about Seth Klarman’s iconic hedge fund Baupost Group. The article quotes one…

Watch Out if Bond Yields Rise in this Tech Heavy Market
3 years ago
Watch Out if Bond Yields Rise in this Tech Heavy Market

The current, tech-top-heavy market is concerning not just because it relies on a few stocks, but because it relies “on a few very similar stocks.” This according to an article…

Excess Returns, Ep. 42: Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy
3 years ago
Excess Returns, Ep. 42: Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy

We are currently in one of the most difficult economic environments many of us will see if our lifetimes. Even though the unemployment rate has fallen from its high of…

Recent Posts
May 22, 2023
Interpreting the Key Lessons from Great Investors
May 15, 2023
Buffett’s Success: A Good Decision Every 5 Years
May 15, 2023
Win By Picking Former Losers
May 15, 2023
ChatGPT Causes A Stir
May 15, 2023
Berkshire’s Annual Meeting Brings Questions About Heir &...
May 15, 2023
“Dominant”-faced Male Analysts Get Better Information
Recent Original Research
May 10, 2023
What Would Your Investing Obituary Say?
By Justin Carbonneau (@jjcarbonneau) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: "You should...
April 12, 2023
Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I recommend you check it out before you...
April 5, 2023
The Long and Short of Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. And that makes a lot of sense. If we want to adopt an investment strategy that...
March 29, 2023
Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved

AI Chatbot Avatar