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Couple Good Articles in Barron’s
I love visiting NYC! (PS Anyone have a favorite sushi joint here? Blue Ribbon is right down the street so may try that.)
A couple...
Airplane Reading
Anyone have anything else good for my redeye flight tonight?
False Discoveries in Mutual Fund Performance: Measuring Luck in Estimated Alphas
75% of funds have zero...
Formula Investing by Greenblatt
Very cool new site powered by Pershing / Inautix...maybe we will implement something like this?
Formula Investing website (and Greenblatt's very good book here).
Here are...
$4 Billion in assets…
and not profitable!
WisdomTree needs $2.4 B more to get to profitability...
Top Value Mutual Funds
I was thinking about doing an article on the top value funds, and creating an AlphaClone portfolio on them. (Or maybe a follow up...
Seth Karlman & Baupost Group
All you ever wanted to know about Seth Klarman and Baupost from HFL.
Just curious, does anyone have yearly Baupost returns?
