Archive for August, 2021

Improve Investment Results: Quality Shareholders

August 28, 2021

In this era of indexing the investors who research and buy individual companies are becoming a rarity – some would say a throwback – to another era.
The most obvious example is Warren Buffett, the nonagenarian Chairman of Berkshire Hathaway who is widely considered to be one of the greatest, if not the greatest American investor in recent memory.
Buffett is famous for buying quality companies for the long term, in his words “forever”.
He is less well known for his emphasis on seeking “high quality shareholders”, stock owners who stick around for the long-term, whom he has succeeded in attracting to Berkshire Hathaway.
This is part two of our interview with Lawrence Cunningham a Professor of Law at George Washington University who is also a driving force behind the university’s “Quality Shareholders Initiative”, intended to research and report on “high quality shareholders”, as they are dubbed by Buffett – traditional investors that study individual companies, acquire substantial stakes in only a few and hold them for the long-term.
The theme of this week’s discussion with Cunningham is quality in companies and shareholders and why a combination of the two often leads to better investment results.

WEALTHTRACK #1809 broadcast on August 27, 2021.

More info: https://wealthtrack.com/quality-investing-shareholders-why-warren-buffet-believes-they-produce-better-investment-results/

“Quality Shareholders: How the Best Managers Attract and Keep Them”: https://amzn.to/38gshMr

QUALITY INVESTING & SHAREHOLDERS – WHY WARREN BUFFET BELIEVES THEY PRODUCE BETTER INVESTMENT RESULTS

August 27, 2021

Part 2 of 2

In this era of indexing the investors who research and buy individual companies are becoming a rarity – some would say a throwback – to another era.  

The most obvious example is Warren Buffett, the nonagenarian Chairman of Berkshire Hathaway who is widely considered to be one of the greatest, if not the greatest American investor in recent memory. 

Buffett is famous for buying quality companies for the long term, in his words “forever”.

He is less well known for his emphasis on seeking “high quality shareholders”, stock owners who stick around for the long-term, whom he has succeeded in attracting to Berkshire Hathaway. 

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FINANCIAL JOURNALIST JASON ZWEIG EXPLAINS WHY INVESTMENT LEGEND BENJAMIN GRAHAM’S ADVICE MATTERS NOW

August 23, 2021

In this week’s WEALTHTRACK podcast, an interview with leading financial journalist Jason Zweig.  Since 2008 Zweig has written the widely read “The Intelligent Investor” column for The Wall Street Journal.  That, of course, is the name of the investment classic written by Benjamin Graham, considered to be the father of value investing.  Zweig has an intimate knowledge of the thinking of Graham because he edited the last revised edition of The Intelligent Investor with a forward written by Warren Buffett who calls it “by far the best book on investing ever written”.

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MULTIPLE ASSET BUBBLES – 50 YEARS OFF THE GOLD STANDARD

August 13, 2021

50 years ago, on August 15, 1971, President Richard Nixon shocked the financial world by ending the convertibility of the dollar to gold, upending the monetary and currency exchange system that had been in place since 1944. This week Nick Sargen, author of Global Shocks, joins us for a WEALTHTRACK podcast to explain the consequences of that momentous decision which are still being felt today.

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ARE WE IN A NEW TREASURY BOND BULL MARKET?

August 6, 2021

Are we in a new Treasury bond bull market? New this week is an insightful report, “From cornering the market to backed in a corner” from Michael Contopoulos, Director of Fixed Income at Richard Berstein Advisors. The RBA team has generously agreed to share it with our viewers.

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