Finally added Thaler’s Nudge blog to the blogroll. Interesting post on The Charity Deduction.
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You need to be different and make concentrated bets if you’re an active manager, and Morningstar has a way to find the closet indexers.
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Ebert’s top movies of the year.
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A fun read about inflation.
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A nice piece from the NYTimes on activist funds and ValueAct specifically. Following their picks on a quarterly basis on AlphaClone would’ve beaten the market by over 15% a year since 2002:
