Validea

JUNE 16, 2025

We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. 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% Sample picks: Heritage Insurance ( HRTG ): +56.0%

Valuation 52

Valuation Risk Tolerance Math Portfolio 52

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 293

Assets Clients Investing Investments 293

Good Financial Cents

AUGUST 12, 2023

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. The choice of sources often depends on individual risk tolerance, financial goals, and personal preferences.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

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 Investing 144