Travel: Silicon Valley
Since I am still finishing up the design of the CQR newsletter (this weekend I hope!) I thought I would update my travel here...
Augmented Dividends & Stock Market Float
I've long written on the blog that dividends no longer give an investor the total picture regarding how companies return cash to shareholders. ...
Miami LinkFest
Nice update to the Dorsey Wright Paper: Bringing Real World Testing to Relative Strength. Here is their monthly newsletter that takes a look at...
Between Two Ferns
I couldn't stop laughing at the resemblance between the stage at Inside ETFs and all of the Zach Galifianakis skits - Between Two Ferns. ...
Portfolio Tracker for Individuals
Update: I received emails stating that LikeAssets and BankofAmerica both have investment account aggregation features but I have yet to view either. I imagine...
More on Low Vol Equity Funds
Was reading about Winton's new long equity fund in Institutional Investor Mag this AM over breakfast - Strength in Numbers:
“Most of the weightings will...
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...
