Adding Damodaran to the Blogroll
Aswath is professor at Stern B-School and is somewhat of a valuation guru with a baker's dozen books on Amazon. I didn't know he...
Whitebox, Simons, and Fishing in Montana
I had dinner with the Whitebox folks last nite. We've written about Whitebox a few times on the blog before, and Redleaf's letters are...
Investing with David Tepper
Lots of chatter on the blogosphere about David Tepper of Appaloosa Management. He mentions that 2011 will be “harder and not without risk.” (From Abnormal...
ETFs I’d Like to See (Fast Forward Four Years)
Way back in March '07 I made a list of ETFs I would like to see hit the market. In the ensuing 4 years...
Hedge Fund Analyst Checklist
One of the turning points in my early career was taking a security analysis class taught by Tiger Cub John Griffin at UVa. There...
Upcoming Travel
Here is our Cambria Year End Letter for those interested.
I will probably add a new tab on the blog or website but here are...
There’s Always a Bull Market Somewhere
Wowza corn (and all the grains) is going bananas. Courtesy Finviz:
CQR Issue 1
Here is the first issue of Cambria Quantitative Research (CQR). The format will change as will some of the content subsections. The main point...
Hiring Interns
We have some internal projects we are looking for some help on. If you are interested please shoot me an email with a resume...
A Roundup of Market Forecasts
Long time readers know my feelings about market forecasts. I was going to write an article about recent predictions by Biryini, Shiller, and Prechter...
