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Monthly Archives: July 2010

Weitz Q2 2010 Letter to Shareholders

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Weitz Funds recently released their shareholder letter for Q2 2010. Their funds have quite an impressive record of beating the indices over a long...

Robert Shiller: A Cautious Outlook for Stocks

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Few macroeconomic prognosticators have been as correct as publicly at crucial moments as Yale’s Robert Shiller, whose first and second editions of the...

Breaking News: Buffett’s Successor to Be Li Lu

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In a shocking article in the WSJ today, Charlie Munger announced who would take over for Buffett. "In my mind, it's a foregone conclusion,"...

Value Investing Congress: Last Chance for Value Walk Readers to Save $300!!!

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I am proud to announce that Value Walk is partnering with the upcoming Value Investing Congress which will take place in New York City...

Book Review:Information Rules: A Strategic Guide to the Network Economy

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By Sandesh Trivedi, [email protected] For value investors blindly shunning tech stocks they might want to read the book, Information Rules: A Strategic Guide to the...

Why I Am Not Bullish on The BRICs

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Nowadays, many people seem to be bullish on the BRICs( Brazil, Russia, India, China). The bulls expect these countries to experience rapid growth in...
asset allocation

The Investment Strategy Tester: Part Two — Changing Your Stock Allocation in Response...

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By Rob Bennett Please see Part One of this article for a background description of The Investment Strategy Tester and for a discussion of the...
value based indexing

The Investment Strategy Tester: Part One — Low Stock Allocations Can Be Riskier...

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By Rob Bennett The most important factor affecting an investor’s results is his stock allocation. So argues the conventional investing wisdom of today, a wisdom...
reminiscences of a stock operator pdf

Bill Ackman’s Recommended Reading

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Bill Ackman’s lists his favorite books on investing in Confidence Game, a great new book by Christine Richard. William Ackman, co-investment manager for hedge-fund...

The “stimulus debate” and the golden rule of mountain climbing VoxEu

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By Francesco Giavazzi, Professor of Economics at Bocconi University and author (with Alberto Alesina) of "The Future of Europe: Reform or Decline". CEPR Research Fellow The...
asset allocation

The Investor’s Scenario Surfer: Part One — Why Long-Term Timing Beats Rebalancing

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By Rob Bennett The Investor’s Scenario Surfer is a portfolio allocation calculator that permits investors to compare the results of three rebalancing strategies (80 percent...

Demographics, Destiny and Asset Markets Boeckh Investment Letter

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Here is an excellent article about one of my favorite topics; aging, and the economics problems it will cause. As the world economy and financial...
asset allocation

The Investor’s Scenario Surfer: Part Two — A Test Run of the New Portfolio...

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By Rob Bennett Note: Please see Part One of this article for background on the calculator and for a discussion of the first five years...

An Interview With Jeff Middleswart- Portfolio Manager of the Vice Fund

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Jeff Middleswart is portfolio manager of the Vice Fund (VICEX)and Director of Research for Behind the Numbers.  The Vice Fund is a mutual fund primarily...
money 2020 bitcoin bubble

Jamie Dimon’s Recommended Reading List

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I recently added a new page to the website. The page will be a  list of Jamie Dimon's recommended reading. In the next few...
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