Excess Returns

A Massive Expiration | The OPEX Effect | January 2024

Lessons from Launching (and Shutting Down) a Small-Cap Value ETF

High Conviction Value Investing | Chris Davis

Successful long-term investing requires viewing stocks as business ownership rather than speculative trading assets. Chris Davis, Chairman of Davis Advisors, emphasizes that evaluating a company’s "owner earnings"—the actual cash-generating potential—often reveals value hidden by standard accounting distortions. This p...

Lessons from the Rise and Fall (And Rise Again?) of ARK

What Generative AI Means for Investors with Adam Butler

Nine Investing and Life Lessons From 2023

100+ Great Investors Share Their Most Important Investing Lesson

Our 2024 Market Forecast | And Why You Shouldn't Listen to It

Show Us of Your Portfolio: Larry Swedroe Part II | Alternatives and Interval Funds

Four Ways Value Investors Can Use Momentum

Value, Momentum and Launching ETFs with Wes Gray

The Short Vol Trade | The OPEX Effect | December 2023

Evaluating Alternatives to the 60-40 Portfolio

Navigating the Factor Zoo with Matthias Hanauer

The Enduring Legacy of Charlie Munger | Lawrence Cunningham

The Characteristics of a Good Investment Process - And How to Know When to Change It

Lessons From a Legendary Fund Manager with Joel Tillinghast

Five Year-End 2023 Investing and Planning Considerations for Investors

How Popular Market Indexes Are Constructed with Athanasios Psarofagis

What Investors Need to Know About Momentum Investing