Portfolio Trackers
Curious why Morningstar, Google Finance, andYahoo Finance do not have the ability to pull portfolios ala Mint for tracking? Seems like such a no-brainer.
Best...
Baupost, Tiger, Buffett Two Years Later
I did a series of articles for Forbes in 2010 highlighting the 13F investment approach and demonstrating a few solid managers. Below are links...
Stock Picking Contests
We've had a number of blog readers win research prizes for white papers over the years. I just saw a new contest sponsored by...
The King of TAA
Sounds like a good book title...nice post from Wes Gray
"Based on a cadre of fairly simple TAA models, combining risk parity, momentum, and moving...
That Moment
When you uncover a gem that you haven't seen anywhere else that is really simple with powerful returns that just makes so much sense.
Looking...
Permanent vs. Temporary Loss of Capital
As always, a fun read from the good folks at Research Affiliates, Institutionalizing Courage (May 2012):
"Ben Graham liked to distinguish between a temporary loss of value and...
Global Stock Value Model
It's been a mellow summer so far in SoCal, and in between my first Tough Mudder and trying to self publish a book I...
Repeating What You Hear
So many times in our world pundits get on TV, or write articles, and simply repeat ideas or "facts" they hear elsewhere without putting...
