Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for February 2025 (Final)
Cash TLT LQD SPY

Momentum Investing Strategy (Strategy Overview)

Allocations for February 2025 (Final)
1st ETF 2nd ETF 3rd ETF

Individual Gurus

These blog entries consist of reviews of the performance of individual gurus based on information freely available on the web.

Warren Buffett’s Track Record: Luck or Skill?

In their August 2005 paper entitled “Imitation is the Sincerest Form of Flattery: Warren Buffett and Berkshire Hathaway”, Gerald Martin and John Puthenpurackal rigorously examine various possible explanations for Berkshire Hathaway’s superior investment performance. Is it luck? Is it reward-for-risk? Is it outstanding stock-picking skill? Using information on 261 common equity investments from Berkshire Hathaway’s SEC filings and market databases for 1980-2003, they conclude that: Keep Reading

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