A must see discussion of today’s index investing distortions
http://horizonkinetics.com/market-commentary/4th-quarter-2016-commentary/ What will turn the tide for active investors. Or read commentary : Q4-2016-Commentary_Final
https://vimeo.com/209940152/f2154e4d3d Grant’s Conference Presentation
Kinetics_Market_Opportunities_11.02.2016
Guy Spier And Mohnish Pabrai On What Makes A Great Investor
"I am a better investor because I am a businessman, and a better businessman because I am no investor" - Warren Buffett In the past, the value investor Mohnish Pabrai has spoken about why investors need to have some first-hand business experience. Pabrai started his own IT consulting and systems integration company, TransTech, Inc, in Read More
Q2 2016 Commentary FINAL (See section on ETFs vs. Individual Stocks)
Articles of interest:
- Under the Hood What i?s in Your Index Emerging Market_FINAL_Sep2015
- Under the Hood – The Beta Game – Part I
- Under the Hood – The Beta Game – Part II_FINAL
- Under the Hood – Momentum_FINAL
- Under the Hood – Robo-Adviser Part I_Final_Jan 2016
- Under the Hood – Robo-Adviser Part II_Final
- Under the Hood – How Indexation is Creating New Opportunities for Short-Sellers, And Why This Should Alarm Ordinary Buyers of Stock and Bond ETFs (NOTE!)
- Under the Hood – Why Utility Stocks Should Concern Income-Oriented Investors_May 2016
- Exxon Conundrum_July 16_FINAL Why Exxon becomes overvalued.
- Under the Hood – The Value of Cash
- Under-the-Hood-Gold-Miner-ETFs_FINAL_Dec2016 distortions galore!
- http://suremoneyinvestor.com/2017/04/the-real-reason-awful-companies-like-this-one-are-so-overvalued/ 52 ETFs own UUA