Why Do Value Investors Do Poorly?
Why Do Value Investors Do Poorly? Also see Q3 2016 hedge fund letters Q2 2016 hedge fund letters Q1 … Read more
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Portrait Of A Contrarian; Steel Partners
Portrait Of A Contrarian; Steel Partners Notice the flawed thinking and view of history by the “brilliant” bankers. Being laughed … Read more
Hedge Fund/Family Office Consulting Job – Quick Quiz
Hedge Fund/Family Office Consulting Job An example of my short corporate career UIZ: You are called in to interview for … Read more
What I learned from Ben Graham
The legacy of Ben Graham https://youtu.be/m1WLoNEqkV4 (footage of Ben Graham teaching) Warren Buffett on his mentor, Ben Graham: https://youtu.be/m1WLoNEqkV4 Walter … Read more
Using Technical Analysis Fundamentally; If you could choose between a fair coin that was gold or a rusty tin coin that each paid off 4 to 1 on choosing heads or tails, which one would you prefer?
Using Technical Analysis Fundamentally; Mea Culpa Using Technical Analysis for a Fundamental View: https://nftrh.com/2016/09/03/gold-the-good-and-the-not-yet-good/ The Trend is not your friend … Read more
Amazon is Disappearing? Valuation Case Study
Amazon’s Business Is ‘Disappearing,’ Columbia’s Greenwald Says December 1, 2011 — 11:25 AM EST http://www.bloomberg.com/news/articles/2011-12-01/amazon-s-business-is-disappearing-columbia-s-greenwald-says Amazon.com Inc. shares are overvalued … Read more
Perspective On The Gold Miners; Management
Perspective On The Gold Miners; Management Gold Miners Gold and Nixon 2Q 2016 Tocqueville Gold Strategy Letter – Final The … Read more
Yes, There Are Good Stockpickers (VIC)
Yes, There Are Good Stockpickers (VIC) Evidence suggests the professional investors in my sample have significant stock-picking skills. Interestingly, these … Read more
Toby Carlisle (Of Deep Value Fame) Live At NYSSA Aug. 22nd
Toby Carlisle (Of Deep Value Fame) Live At NYSSA Aug. 22nd YSSA’s Value Investing Thought Leadership Group presents NYSSA Author … Read more
Helicopter Money?
Helicopter Money? An interesting discussion AEGO_Advisory_Board_July_2016 Pivotal to the investment process is interest rates. For entrepreneurs to control capital, interest rates … Read more
Taking Diet Advice From Fat People; What Would You Buy?
Taking Diet Advice From Fat People; What Would You Buy? by CSInvesting Is taking investment advice from Michael Mouboussin Interview similar to … Read more
Sit-On-Your-A$$ Portfolio
Sit-On-Your-A$$ Portfolio Position and returns Guess Position and returns USE high Price As of 8/5/2016 Date Bot Symbol Company Shares … Read more
How To Lose Money Consistently; A Contrarian Speaks
How To Lose Money Consistently; A Contrarian Speaks First, I get my stock tips from experts. Second, I wait until … Read more
Do Investors Overreact?
DremanLufkin2000 Do Investors Overreact Institutions Increase Sentiment PERSPECTIVE I made my money sitting tight–got that? Jesse Livermore MGI Debt and … Read more
Special Situation Quiz Question; An Overcrowded Trade
Special Situation Quiz Question; An Overcrowded Trade by CSInvesting Rags make paper, Paper makes money, Money makes banks, Banks make … Read more