Ira Sohn Recap
I wrote a really long post on this topic then managed to delete it. Instead of recreating it, here are some summary links:
Will Hedge...
Hedge Fund Masters
All the 13Fs are in and the rebal has taken place for AlphaClone. I started tracking a "Hedge Fund Masters" Clone in Jan 2007...
Everything She Does is Magic
It's rebalance week for AlphaClone and all the 13Fs are in. Do my long time readers remember the World Beta Hedge Fund Masters Clone...
When to Buy? When to Sell?
Will be in Phoenix/Scottsdale the rest of the week.
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Ha! Meb Fabor....I guess that is not as bad as Melanie Faber when I first published...
Mean Reversion (also 500th post!)
I have written a lot of posts on mean reversion in the past. Here is a post from September that is a good summary...
Beach Weekend Reading
I took his class back in college (Spring '00) and here is the reading list for Blue Ridge Capital (HT: Market Folly)
John Griffin's Reading...
Investing 101
Thanks for all the suggestions. (I blogged asking what the best intro book to investing is for a high school graduate.)
The overwhelming favorites were...
Late Week Diversion
I originally thought this might be NSFW, but fiat currencies having sex is hardly X-rated. Now you all know the odd reader emails...
Value Investing Congress
I was going to do some live blogging from the VIC this week in Pasadena until I found out the conference didn't have wireless. ...
