Why We Have So Little Respect For Wall Street Buy/Sell Recommendations
Understanding the next few paragraphs is one key to understanding our investment strategy. Wall Street analysts have an immense amount or knowledge about the companies and industries they follow. We...
View ArticleIntriguing Ideas From The Las Vegas Value Investing Congress Part 1.
We attended the Value Investing Congress in Vegas last week, and instead of listing all the presentations and giving a brief summary, which can be found many places on the internet (here, here and...
View ArticleHow Safe Is Your Money Market?
For an asset class with almost $3 trillion in assets, you would think that investors would pay more attention to the holdings in their money market fund. We have found little information or analysis on...
View ArticleClassic Wall Street Analyst Behavior
This is all you need to know about Wall Street analysts and their ratings.. Bespoke Investment Group has a great chart showing how few analysts followed Apple in 2000-2004. But as the stock price...
View ArticleIncorporating Right-Brain Thinking into your Investment Process
The following article is the first part of a series designed to help investors develop their own investment process and increase the efficiency of dealing with the daily deluge of investment ideas that...
View ArticleThe Illusion of Control
The genesis of this post is couple of documents that I rediscovered on the ValueWalk Scribd page. The first is a speech given in 1981 by Dean Williams of Batterymarch Financial Management entitled,...
View ArticleWhat are you hoping to gain by checking that stock price right now?
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson I will be the first to admit that over my 30 years...
View ArticleThe hardest thing about investing is isolating the elusive, always-different,...
We love reading commentaries from a wide variety of investment firms. We read them to find potential new ideas or just to learn something new about analysis or investing. We thought this passage...
View ArticleChecking Stock Quotes Regularly Is A Waste Of Time
At Investing 501, Gregg and I try to help others improve their investment process by sharing our experiences on Seeking Alpha. One of our more popular articles was entitled, The Illusion of Control,...
View ArticleOxford Club Radio
We had the pleasure to be interviewed by Marc Lichtenfeld, the Chief Income Strategist at the Oxford Club. We talked about short selling strategies (Hint most investors should just avoid it) and about...
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