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Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
Season 1 Episode 39
In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at…
5 years, 11 months ago
Four Reasons Value Investing Might Not be Dead Yet
Season 1 Episode 38
Value investors have fallen on difficult times in the most recent decade. Value's extended underperformance has led many to question whether the stra…
6 years ago
Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
Season 1 Episode 37
In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world's leading experts on Wa…
6 years ago
Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Season 1 Episode 36
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected fut…
6 years ago
Finding Diamonds in the Rough Among Growth Stocks
Season 1 Episode 35
Buying expensive stocks has historically been a terrible investing strategy. On average, expensive stocks significantly underperform the market as a …
6 years ago
The Danger of Learning From Your Mistakes
Season 1 Episode 34
The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires …
6 years, 1 month ago
Active Value Investing in a Changing World with Vitaliy Katsenelson
Season 1 Episode 33
In this episode we are joined by Vitaliy Katsenelson. Vitaliy is the author of the popular Contrarian Edge blog and the CEO of investment firm IMA.
…6 years, 1 month ago
Is the Price/Book Ratio Dead?
Season 1 Episode 32
The Price/Book ratio has probably been the most important valuation ratio of the past century. If you look at the academic research that supports val…
6 years, 1 month ago
Can Warren Buffett Be Quantified?
Season 1 Episode 31
In this episode, we are going to try something a little different. Our goal at Validea is to capture quantitative strategies that work over the long-…
6 years, 1 month ago
The Pros and Cons of Quantitative and Discretionary Investing
Season 1 Episode 30
We all have a tendency to believe that the way we invest is the best way. As quantitative investors, we can sometimes feel that there is no reason an…
6 years, 1 month ago