Browsing Tag
Warren Buffett
275 posts
Five Tips on the Often Fruitless Pursuit of Alpha
by Salil Mehta, Statistical Ideas Humans have been repeating this inefficient ritual for over 700 years, with the…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
William Smead: Wise or Foolish?
by William Smead, Smead Capital Management Warren Buffett says, “What the wise man does in the beginning, the…
The "Fat Pitch" Myth
by Cullen Roche, The Pragmatic Capitalist I was intrigued by comments in this interview with Marc Faber of…
In Depth Billionaire Interview: Warren Buffett and Jay-Z Talk to Steve Forbes
Source: Forbes, Youtube
William Smead: Do China Insider Transactions Lie?
by William Smead, Smead Capital Management In our business, we like to say that insider transactions never lie.…
Dreman and Lorde: We Will Never Be Royals
by William Smead, Smead Capital Management In his 1980 book, Contrarian Investment Strategy, David Dreman opens with an…
Roger Nusbaum: Gold Fight, Who Wins, Who Loses, What’s Really Important About Gold
By Roger Nusbaum, AdvisorShares ETF Strategist Recently the financial blogosphere was treated to a wonk fight between Barry…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
David Kass: 16 Questions for Warren Buffett
(Notes taken by Professor David Kass, Department of Finance, Robert H. Smith School of Business, University of Maryland…
Madness... And Sanity
by Tim Price via Sovereign Man blog, “In investing, what is comfortable is rarely profitable.” — Robert Arnott…
Jeffrey Saut: "Who is Right on the Stock Market?"
“Who is Right on the Stock Market?” by Jeffrey Saut, Chief Investment Strategist, Raymond James November 18, 2013…
Don’t Miss This Golden Cross in Resources
Don’t Miss This Golden Cross in Resources By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
Energy and Natural Resources Market Radar (October 14, 2013)
Energy and Natural Resources Market Radar (October 14, 2013) Strengths click to enlarge North American oil production is…
Frustrating the Most People
by William Smead, Smead Capital Management Dear Fellow Investors: A venerable sage once said, “The markets do whatever…
