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Value Investing: Back to the Garden

In the beginning, there was the idea of investment – straightforward, unconstrained investment – whose goal was to maximize long-term after-tax returns...PERIOD It was a simpler, happier time when the essence of investment was to seek out value; to buy what was cheap...

1st Half Update: ValueAligned Hedge Fund, Portfolio

1st Half Update: VAP Hedge Funds, Portfolio The ValueAligned Hedge Fund was up +7.9% in the first half of 2014, and that compares to +1.0% for other stock hedge funds like ours, as measured by the HFR Equity Hedge Fund Index. The ValueAligned® model portfolio that is...

Big Investors Miss Out On Rally Since 2009

Big Investors Are Missing Out Learn how big investors are missing out on the opportunity to grow their assets because of a continuing fear of the stock market. "It was pretty startling when I looked at the numbers how little ... big endowments -- Harvard, Yale,...

Hedge fund is +6.0%; ValueAligned Model Portfolio +5.2%

Mergers & Acquisitions Power VAP Portfolios Mergers & acquisitions are mostly to thank for our YTD results through May 31, 2014. The hedge fund is +6.0% year to date, while other stock hedge funds are down -0.3%. The ValueAligned model portfolio is up +5.2% on...

Economic Freedom Increases When Congress Does Nothing

These are just a few posts where I make the case that too much government spending as a percentage of overall national income is bad for stocks and stocks go up in anticipation of the government spending going down: Stocks Do Worse When Congress Is In Session, Tax...

Video: Weathering the Stock Market Bottom

New Video How Investors Should Weather the Stock Market Bottom The best way to time the bottom is never to have sold!  Having said that, here's the lesson from the Wall Street Journal. This video shows what would have happened today if you had invested $10K during the...