Two Heine & Price Disciples

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This is pretty cool news.  This fellow Marcus (along with Klarman) honed their skills under Heine and Price. Mr. Marcus's new firm, Evermore Global Advisors,...

Quant Models For Box Office Movie Returns

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If you have one, now you have your exchange. Maybe Ryan Kavanaugh should start a hedge fund?

Links

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CXO is definitely one of my top 5 favorite blogs.  Where else can you find an analysis of 100+ years of stamp returns? ---- Anyone looking...

Links

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One of the original reasons I started blogging was to chat more about publicly listed hedge funds.  I gave up the topic after realizing...

Suvivor Bias

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Is an enormous issue, and one of the biggest NO-NOs if you are a quant. If you are not familiar with survivor bias it is...

Is Whitney Tilson Running a Best Ideas Fund of Funds?

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I like Whitney Tilson and the research he puts out.  His housing work is some of the best and thorough research I have seen...

Taleb & Faber & Gomez & Hendry

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Great Great Interview http://2010.therussiaforum.com/news/session-video3/

Airplane Reading

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Most of the way through The Quants and it is delicious reading.  While a lot is review for someone who is well versed in...

Your Irrational Brain & What Happens When You Are Loss Averse

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Lots of buzz about a new study involving the brain and losing $.  We have been chatting about that on WB for a long...