QTAA Paper Update: Introduction 1/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into...
Travel & Macro Pessimism, Micro Optimism (Part III)
I will be in Las Vegas this Friday and Alaska later this month if any readers are local and want to meetup!
This is the...
A Tale of Two Bubbles
Lots of gyrations in Japan lately. Below is a chart that lines up the US and Japanese 10 year PE ratios so their bubbles...
My Mantra is Diversity
“My mantra is diversity. I clone my mentors. I copy everything they do, and then I innovate on top of it.” - Henry Markram
Great...
Searching for Yield
Great chat with Priest and Mack...while we depart on a few methods of screening, the general approach is very similar:
Case Study on Self-Publishing an eBook
Below is a summary of my views on self publishing my first book, which you can find on Amazon here - Shareholder Yield: A...
What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%.
What are the current drivers of...
Shareholder Yield Book is Out!
I am going to do a longer piece on this topic later this week, but wanted to announce that the eBook is now out!...
(Don’t) Follow Me
The Ira Sohn conference is running with a great list of speakers, I attended last year and am sad to miss - it is...
