Should you ignore financial academic research?20161012134208
Should you ignore financial academic research?
Excerpted text from Andrew Beer’s article in Investment Europe today: Marketers like nothing more than to pitch a product “grounded in decades of acad...
Why Apple is NOT a Top Ten Holding of 93% of Hedge Funds20160308151554
Why Apple is NOT a Top Ten Holding of 93% of Hedge Funds
To infinity and beyond Buzz Lightyear A recent report by Goldman Sachs describes Apple (AAPL) as a “Very Important Position” (top ten holding) ...
Is Warren Buffett a Value Investor?20160229081145
Is Warren Buffett a Value Investor?
The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return. Warr...
Why Don’t Value Investors Always Buy the Dips?20160120192947
Why Don’t Value Investors Always Buy the Dips?
In the short run, the market is a voting machine; in the long run, it’s a weighing machine. For fun, let’s assume you’re a value investor looking at G...