Another Dividend Mistake
There are lots of cliches you hear when people are discussing dividends and buybacks. Realize one of the biggest benefits of including net buybacks...
0.1% Management Fee and 10% Performance Fee Above S&P500
Fun article on the internal hedge fund managers at Berkshire.
Closer Look at the CAPE Ratio
Below is a fun webinar put on by Shiller/Barclay's/IndexU. Who better to hear chat about CAPE than Shiller?
My only comment is I think their...
A Few Happy Funds Yesterday
One of the cool features of AlphaClone is the ability to sort the hedge funds with high exposure to a particular stock. Below are...
Real Returns
This is an older post but I had a reader asking about a similar topic so I thought I would repost...
Here are some long...
Intrinsic Value by Another Method
Good post by Thompson on another global value methodology, this time from the bottom up (via ValueWalk).
Broadening the Window – Aligning Indicators with Correct Holding Periods
One of the biggest problems with value is the time it takes to work itself out. Over, and under valued securities and markets can...
Romick and Davis
A couple fun interviews, first Ned Davis and Ritholtz, then Forbes and Romick.
[youtube https://www.youtube.com/watch?v=zbf62fkgaJ4]
Becoming Asset Class Agnostic, or, A Golden Dilemma
People often get attached to their investments. You will hear people described as a goldbug, or a stock guy, or perhaps a dividend income...
