Mean Reversion (also 500th post!)
I have written a lot of posts on mean reversion in the past. Here is a post from September that is a good summary...
Beach Weekend Reading
I took his class back in college (Spring '00) and here is the reading list for Blue Ridge Capital (HT: Market Folly)
John Griffin's Reading...
Investing 101
Thanks for all the suggestions. (I blogged asking what the best intro book to investing is for a high school graduate.)
The overwhelming favorites were...
Late Week Diversion
I originally thought this might be NSFW, but fiat currencies having sex is hardly X-rated. Now you all know the odd reader emails...
Value Investing Congress
I was going to do some live blogging from the VIC this week in Pasadena until I found out the conference didn't have wireless. ...
Some Recent Milestones and a LinkFest
Blogging has been light due to a heavy travel schedule, but it should pick back up. I'm headed to the Value Investing Congress in...
Intro to Investing Book
I had a friend ask me the other day what the best book was for their son who was graduating high school and wanted...
Finding the Best Ideas in a Portfolio
(Hat Tip: Abnormal Returns)
I tried to get the professors to change the title to "Why you Need AlphaClone" but no luck so far. The...