Comparing Peter Lynch with the Beatles
Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chairman and CIO, weighs in on Former Fidelity Magellan fund...
Accessing Losses via Direct Indexing
To hear an audio spoken word version of this post, click here. In 2019, Ritholtz Wealth...
Why Peter Lynch Was Unique
After my interview with Peter Lynch last week, I jotted down some of my favorite highlights from our conversation. I argued that Fidelity...
Peter Lynch is the GOAT
To hear an audio spoken word version of this post, click here. Who is the GOAT? What investor is your pick...
MiB: Generating Performance via Concentrated Growth
What if your investing process was to find attractive companies to buy, regardless of style, size, or location? Once you...
MiB: Dennis Lynch, Counterpoint Global
This week, we speak with Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management, running...
Revenue Share / Mutual Fund Supermarket Shelf Space
Source: Distribution Channels for Mutual Funds Retail Sales Today’s discussion is a little “inside...
MiB: Beating the S&P 500 for 30 years
Will Danoff is an outlier: The manager of Fidelity‘s storied Contrafund is the sole person in charge of the $139 billion large-cap...
MiB: Fidelity Contrafund’s Will Danoff
This week, we speak with Fidelity‘s Will Danoff, who manages the firm’s storied Contrafund.The large-cap growth fund has $139...
Vanguard’s Clever Share Class Tax Moves
Vanguard Fund Investors Get Control of Paying Taxes The big money manager found a way to defer taxes on mutual-fund capital gains via...