Validea

JUNE 16, 2025

7/15/2003 Warren Buffett Patient Investor +2.5% +11.9% +8.8% 12/5/2003 Benjamin Graham Value Investor +1.0% +17.1% +10.8% 7/15/2003 S&P 500 (for comparison) – +1.6% +14.5% ~8.4% – Strategy Matchmaker: Which Style Fits You? Choosing the “best” investing strategy isn’t always just about performance.

Valuation 52

Valuation Risk Tolerance Math Portfolio 52

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. RITHOLTZ: They just became distressed.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

Banking 144

Banking Marketing Marketing Investments 144