Tag: Warren Buffet


Reflections from a pilgrimage to Omaha…. Berkshire Hathaway, along with its iconic helmsman Warren Buffett, has long been revered as the quintessential all-weather value-based investment. Buffett, dubbed the “Oracle of Omaha,” has successfully navigated the financial markets for the last 4+ decades, solidly beating just about every benchmark index over every time period.  Berkshire Hathaway […]

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TAKING STOCK: An insider’s view of the mutual fund ecosystem over the past three decades

The mutual fund industry has offered investors many benefits over the years: professional management, diversification, and market access. However, these benefits have come at a price of relatively steep fees and middling results. Unfortunately, a strong case can be made that some of the benefits of professional management have slowly eroded as mutual fund management […]

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