Trillion $ Mistake
We sent out the below to The Idea Farm list recently, and the chart was so good I had to share it here.
John Del Vecchio...
Travel: SF Speech Saturday
Technically this is in San Jose, but chatting early Sat AM with the AAII crowd, come say hello!
"Shareholder Yield: A Better Approach to Dividend...
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...
