- David J. Waldron explains how the Main Street Value Investor helps investors do it themselves while still incorporating the lessons of John Bogle and passive investing.
- Waldron discusses the simple criteria - earnings quality, balance sheet liquidity - that guide his approach.
- And despite a value bent, he explains how his favorite stock stood out because of its momentum in a tough time in the market.
The quants are coming, and where the quants haven't gone, the ETFs have already arrived. So goes the drumbeat of market chatter - just like malls are dying and cars will be self-driving soon enough, so will stock pickers suffer from robot competition.
At least, that is the narrative. But of course, Seeking Alpha is a site dedicated to finding ways to stay ahead of the market, so it's no surprise to find readers and contributors who disagree with that narrative.
David J. Waldron finds a middle ground between passive and active. Author of Main Street Value Investor, he talks about how he has found a way around fees while still pursuing improved returns on his own. He shares his version of K.I.S.S. as well as his vision of the self-driving portfolio, and how that will lead to the next step in value investing.