Klarman: Prepare Now For When Times Get Tough

While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable.

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A Ted Williams Approach To Value Investing

In his latest piece for Forbes.com, Validea CEO John Reese looks at how investors can learn from legendary Red Sox star Ted Williams.
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Eveillard On Graham, Buffett, And Why Value Investing Isn’t Just A Bottom-Up Approach Anymore

In a recent WealthTrack interview, legendary value investor Jean-Marie Eveillard talked about the difference between Benjamin Graham’s and Warren Buffett’s value philosophies, and explained where his own approach falls on the value spectrum.

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Paulsen: Wall Of Worry Weakened

Wells Capital’s Jim Paulsen says he thinks the market might climb some more, but then come back down amid headwinds that include high valuations and interest rate increases.

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Industry Rankings: Beverages On Top

Every day, Validea uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries.

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To Beat Your Biases, Read Kahneman

While Nobel Prize-winning Economist Daniel Kahneman is not a believer in active management, his research is something investors and advisors should make themselves familiar with, Investment News says in a recent editorial.

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How To Keep Your Brain From Ruining Your Returns

In his latest column for Seeking Alpha, Validea CEO John Reese says that all investors — even Warren Buffett — are going to make mistakes and pick losing stocks. The real key to success, he says, is whether you can adopt the right mindset to get you through the inevitable ups and downs.
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