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Warren Buffett
275 posts
Time for the "January Effect?"
The pros are back from vacation and ready for a new year of punditry! While there is a…
ERP Retrospective: Looking Back (2014), Looking Forward (2015)
by Aswath Damodaran, Musings on Markets An ERP Retrospective: Looking back (2014) and Looking forward (2015) At the…
William Smead: "Strangers Passing in the Night"
by William Smead, Smead Capital Management The economies of China and the United States appear to be headed…
Calling All Contrarians: What Would Warren Do?
by Cam Hui, Humble Student of the Markets About three weeks ago, I wrote about possible contrarian plays…
Buffett’s Fourth Law of Motion: Your Behavior
by Ben Carlson, A Wealth of Common Sense “The investor’s chief problem – and even his worst…
Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could…
“Speculation has always been a part of the market and always will be.”
by Ben Carlson, A Wealth of Common Sense It was the spring of 1976. Investors were still licking…
Great Investors Think in Terms of Probabilities
by Cullen Roche, Pragmatic Capitalism The smartest investors know that they’re actually not that smart. That is, they…
12 Lessons Learned from John Malone
by 25iq 1. “The question is: Is the cable business going be a great business; who is going…
William Smead: Do Activist Investors Let the Game Come to Them?
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four…
Low volatility – Having Your Cake and Eating It
by Monevator The low volatility phenomenon is described as an anomaly; like ball lightning or a dog that…
Attractive Stocks in a Bifurcated Market
by William Smead, Smead Capital Management As value stock picking managers, we assume we will be operating in…
The Worst Time To Start In Finance
The Worst Time To Start In Finance “I learned more about markets in those 12-months in front of…
Warren Buffett on Buying Businesses
by William Smead, Smead Capital Management We bought a business today. I don’t know what the stock market…
Are You a Performance Taker or Seeker?
by Rick Ferri There are two categories of investors in this world: performance takers and performance seekers. A…
