The Enduring Appeal of Dividend Aristocrats
Validea's Guru Investor Blog
by Validea
2d ago
In the realm of investing, Dividend Aristocrats hold a special place. These are companies not just known for their robust financial health but also for their exceptional commitment to returning value to shareholders in the form of consistent and increasing dividends. This group comprises firms that have not only paid but also increased their base dividend for at least 25 consecutive years. The criteria for inclusion, therefore, underscore a company’s operational resilience, financial stability, and a shareholder-friendly management philosophy. The Criteria Unpacked The primary criterion for a ..read more
Visit website
Eight Fundamental Reasons Warren Buffett Should Still Like Apple
Validea's Guru Investor Blog
by Validea
2d ago
For billionaire investor Warren Buffett, one stock has continued to play a pivotal role in his investment strategy over the years. It has also become his largest position by a wide margin. As you probably have already guessed, that company is Apple. Buffett, who was once hesitant to invest in technology stocks due to a lack of understanding, has become one of the largest shareholders of Apple through his conglomerate, Berkshire Hathaway. This shift underscores a significant change in his investment philosophy. As of the latest quarterly report, Apple remains Berkshire Hathaway’s largest holdin ..read more
Visit website
The Case for an AI Bubble with Doug Clinton
Validea's Guru Investor Blog
by Validea
1w ago
AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater’s Doug Clinton. Doug wrote a thought-provoking tweet in which he suggested that studying past tech booms suggests that this one might only be getting started. We dig into that idea with Doug. We also discuss the ..read more
Visit website
10 Lessons From Warren Buffett’s Annual Letter
Validea's Guru Investor Blog
by Validea
1w ago
Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a beautiful tribute to Munger in the letter and as is always the case also shared many timeless investing lessons. In this episode, we share our biggest takeaways from the letter and the lessons we think investors can learn from it. Audio Platforms Watch on YouTube The post 10 Lessons From Warren Buffett’s Annual Letter appeared first on Validea's Guru Investor Blog ..read more
Visit website
Lessons from Financial History | Mark Higgins
Validea's Guru Investor Blog
by Validea
1w ago
There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a pandemic. We have even had a potential bubble developing in the AI space. Despite their differences, there is one thing that all of these events have in common – all of them have happened before. And studying that history can allow us to better understand them and what they mean for the market and the economy. This week we are joined by the perfect person to help us do that. We speak with Mark Higgins, author of “Investing in U.S ..read more
Visit website
Ten Simple Lessons from Fama and French
Validea's Guru Investor Blog
by Validea
1w ago
Academic research can seem inaccessible for many investors. But behind all the complicated concepts and formulas are usually some simple core lessons that all investors can benefit from. In this episode, we are joined by Alpha Architect’s Jess Bost to help us pull those core lessons out of the work of Eugene Fama and Ken French. We discuss ten timeless lessons investors can take from their research and look at some simple examples that make them easy to understand. We also look at what it all means for investors from both a portfolio construction and financial planning perspective. Watch on Y ..read more
Visit website
The S&P 500 Is Highly Concentrated | Should You Be Worried?
Validea's Guru Investor Blog
by Validea
3w ago
The top ten companies in the S&P 500 currently represent 35% of the index. Some market pundits have talked about that being a significant risk factor for the market going forward. In this episode, we take a look at the facts to see if those concerns are warranted. We look at how the current level of concentration compares to history, whether the fundamentals of the biggest companies justify their valuations and what it all means for investors. Watch on YouTube Subscribe on Apple Podcasts Subscribe on Spotify The post The S&P 500 Is Highly Concentrated | Should You Be Worried? appear ..read more
Visit website
Show Us Your Portfolio: Bob Elliott ?
Validea's Guru Investor Blog
by Validea
1M ago
In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. We cover the weaknesses of the 60-40 portfolio, the 4 buckets Bob uses as the building blocks for his investment strategy, the benefits of simplicity, how Bob view home ownership, leaving money to children, gardening and a lot more. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott ? appeared first on Validea's Guru Investor Blog ..read more
Visit website
David Einhorn Says the Market is Broken | We Debate Whether He is Right
Validea's Guru Investor Blog
by Validea
1M ago
In a recent appearance on the Masters in Business podcast, David Einhorn claimed that the stock market is broken. He discussed how he has adjusted his strategy to reflect his belief that the market doesn’t seem to care about fundamentals anymore. In this episode, we take an in depth look at this idea and the facts both supporting and refuting it. We discuss how the rise of passive investing has changed the market, how that impacts fundamental investing and some potential changes fundamental investors can make to deal with the changing market. Audio Platforms Watch on YouTube The post David ..read more
Visit website
Has Passive Investing Broken the Market? | Mike Green
Validea's Guru Investor Blog
by Validea
1M ago
David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years. In this episode, we are fortunate to have Mike back for his third appearance on the podcast. We discuss the impact that the rise of passive investing has had on the market, how that impacts the success of fundamental investing strategies and the risks it poses to the m ..read more
Visit website

Follow Validea's Guru Investor Blog on FeedSpot

Continue with Google
Continue with Apple
OR