Fundamentally Solid Value Picks in the Spirit of Graham and Doddsville

  In his revered 1984 speech at Columbia Business School, Warren Buffett referred to the strong track records of a group of prominent value investors as follows: “A concentration of winners that simply cannot be explained by chance can be traced to this particular intellectual village.” In other words, writes Validea CEO John Reese in […]

Debating with the Oracle of Omaha

It’s tough to argue with one of the most legendary investors of all time, but Paul Merriman (founder of Seattle-based Merriman Wealth Management) apparently takes exception with some of Warren Buffett’s principles, particularly as they relate to investors in retirement. In a recent MarketWatch article, Merriman outlines his interpretations and gripes with seven Buffett principles: […]

Can Active Investing Still Generate Alpha?

Back in 1984, Warren Buffett wrote an article entitled “The Superinvestors of Graham-and-Doddsville” (referring to the book Security Analysis co-authored by Benjamin Graham and David Dodd) in which he argues that passively managed funds can generate alpha for investors (beat the market) more so than actively managed funds. In the July issue of Advisor Perspectives, Larry Swedroe […]

Landing a Hole-In-One with Buffett

It’s not unreasonable to assume that many a golfer discusses the stock market while rolling over the back nine. But for fund manager Jamie Wilhelm, golf and investing represent his life’s passions. In a recent Barron’s article, he discusses how investment guru Warren Buffett has influenced his market approach. Years of competitive golf taught Wilhelm […]

7 Investing Tips From Warren Buffett

Warren Buffett “doesn’t . . . encourage the average individual investor to try to mimic his success,” but rather . . . to do exactly the opposite,” according to a recent Yahoo Finance post. The piece compiles 7 investment tips drawn from Buffet’s “more popular insights on investing,” which are reflected in the quotes from […]

Guru Stock Screen of the Week: In Search of Top Scoring Buffett-like Stocks

Berkshire Hathaway recently disclosed that it purchased $1 billion of Apple stock, which deviates from Buffett’s typical mentality to avoid technology stocks because he doesn’t understand them. The Apple purchase was made by Berkshire portfolio managers Todd Combs and Ted Weschler, who make investments of $1 billion or less, not by Buffett himself, so it […]

Top Value Investor Chris Davis on the Value in Financials

Chris Davis, chairman of the value investing shop, Davis Advisors, and portfolio manager of multiple Davis funds including the Davis Financial Fund, talks about a wide range of investing topics with WealthTrack’s Consuelo Mack.  One of the key points he makes early in the interview is that financial firms with the right culture and the […]

Fidelity Manager Shares Top Lessons Learned from his Berkshire Pilgrimage

Jamie Harmon, Portfolio Manager of Fidelity Advisor Small Cap, shared some takeaways from his 18 years of attendance at the Berkshire Hathaway annual meeting. In an interview with Andrew Daniels of Morningstar, Harmon said, “I think the thing that I really focused on from this year is the importance of great management and how they […]