TDI Podcast 110: Footnoted and Guru Investing

Guests: John Reese the Guru Investor and Michelle Leder discuss how to be a better investor. We explore the unique characteristics of the guru investor and John shares many time-tested investment strategies. We then get into the nitty-gritty of corporate filings with Michelle to find out the real story about a company.


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John Reese

John Reese is founder and CEO of and Validea Capital Management, LLC . He is also portfolio manager for the Omega American and International Consensus funds offer in Canada. He holds two patents in the area of automated stock analysis. John is a graduate of MIT and Harvard Business School.


Michelle Leder first became interested in S.E.C. filings early in her   career, while writing about a small Florida bank that was engaged in   aggressive accounting during the last real estate boom.

As a   reporter, and later editor, she spent 10 years at daily newspapers in   Florida, Connecticut and New York.   She started, which   looks at the things companies bury in their routine S.E.C. filings in   2003, to coincide with the publication of her first book, “Financial   Fineprint: Uncovering a Company’s True Value” (John Wiley & Sons,   2003). She has a degree in economics from Brandeis University and   blogs from world headquarters in Peekskill, N.Y.

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