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...
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...
