Buffett’s Breakfast Benchmark

Having a disciplined, yet somewhat flexible, spending strategy is one insight investors can glean from Warren Buffett’s daily breakfast routine, writes Validea CEO John Reese in a recent issue of The Globe and Mail. Buffett’s plan, he learned from the HBO documentary “Becoming Warren Buffett”, includes choosing from a short list of breakfast options depending […]

Four Small-Cap Financial Stocks to Consider

Warren Buffett knows the insurance business like the back of his hand, and openly raves about how it allows companies to “invest in other people’s money and keep all the earnings on those investments,” writes Validea CEO John Reese in this week’s TheStreet. In his 2015 letter to Berkshire Hathaway shareholders, however, Buffett says that […]

French Buffett Deserves a Look

Vincent Bolloré’s investment vehicle, Bolloré SA, has outperformed Buffett’s Berkshire Hathaway over the past 20 years (16.8% per year versus Berkshire’s 10.6%), but lately the “French Buffett’s” results have been lackluster, according to a recent Barron’s article. And that’s putting pressure on fund shares, the article says. While Berkshire trades at close to a 50% […]

How to Invest Like Buffett but via Factors

As the debate continues concerning how quantitative model performance compares to that of active funds, a Bloomberg article from earlier this month discusses the findings of an AQR study that suggest how some quant models could generate returns that approximate those of legendary fund managers. AQR Capital Management, as described in the article, is a […]

Investing Like Buffett and Soros Could be Within Reach

New research shows that “ordinary” investors may be able to emulate the extraordinary tactics of legends such as Warren Buffett or George Soros by using factor-based strategies. This according to Validea CEO John Reese in last week’s issue of  The Globe and Mail. The study, conducted by AQR Capital Management, compared returns for “superstar investors […]

Buffett Could Benefit Big with Trump

President-elect Trump’s proposed corporate tax reform could be great news for Warren Buffett, according to an article in last week’s Barron’s. A drop in the tax rate from the current 35% to either 25% or 15% would reduce the company’s deferred tax liability, according to Barclays analyst Jay Gelb, and boost the book value of […]

Buffett’s Affinity for Insurance Stocks

Warren Buffett’s first investment foray into the insurance industry occurred with his purchase of National Indemnity Company in 1967, and his relationship with the sector has grown in spades over the years. In a recent article for Forbes, Validea CEO John Reese offers a brief history of the Oracle of Omaha’s trajectory and perspective on […]

Rekenthaler Report: It’s Hard to Be Like Buffett

While every fund manager yearns for Buffett results, “most don’t mimic his investment approach” writes Morningstar’s John Rekenthaler in his September report. Concentrated, low-turnover portfolios are “not for everybody,” he says, and even when managers try to follow in the Oracle’s footsteps the results are often “dismal”. Rekenthaler says there are two dozen U.S. stock […]

A Little-Known Buffett Home Run

Long before Berkshire Hathaway became the acquisition behemoth it is today, Warren Buffett was primarily involved in the insurance business. That hasn’t changed, and these operations have been some of his biggest and most successful ventures. In an article for CNBC, Validea CEO John Reese describes how the Oracle’s foresight back in the 1970s led […]