Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for June 2020 (Final)
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Momentum Investing Strategy (Strategy Overview)

Allocations for June 2020 (Final)
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Individual Gurus

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

Jason Kelly on Market Timing

Guru Grades ranks a group of 29 stock market experts according to our assessments of the accuracy of their stock market forecasts. Since Jason Kelly has been at or near the top of the list, we asked him to encapsulate his thinking on stock market timing in a short piece for this blog. What makes him get in, and what makes him get out? Jason graciously agreed. Here is Jason Kelly on market timing: Keep Reading

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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