Dividends and Buybacks
A nice little video from Oakmark's Nygren:
"Investors have been overpaying for dividend stocks while undervaluing companies that are buying back shares, Oakmark Fund's Bill Nygren said...
NYC and Chicago Next Week
I'll be talking at these two events next week, drop in and say hello and pick up a free book!
NYC
High Income Strategies in a...
How Does a 2000 Year Old Asset Allocation Strategy Perform?
Maybe the combination of two seemingly unrelated things will make the whole more complete?
Much like the Merkel shirt on a plumber, the above phrase...
Does CAPE Work on Stocks?
My buds Wes Gray and Jack Vogel just put out a killer new paper where they asked the above question. The simple answer is...
How Does the All Market Portfolio Perform?
I enjoyed reading Phil DeMuth's recent book The Affluent Investor. It's a good overall read on asset allocation for the individual. At one point...
Travel: NYC, Chicago, Dallas
I'm heading to these three cities over the next two weeks for two speeches and one Broncos game. Drop me a line if you...
Best Ideas Conferences
I added a few new listings to the Conferences page on The Idea Farm.
Ira Sohn London
Alpha Hedge West (Fall - Great summary from MarketFolly)
and...
Wine and Burgers
I'm testing to see if this storify link works below...was trying to post some tweets...
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4% real returns. For wine.
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And for the Broncos game tonite,...
Wikipedia/Hoover’s for Hedge Funds
A few years ago I built this basic website to try and archive hedge fund letters. It obviously needs a refresh but the site...
Chart Review
FinViz is one of the better visualization websites. Below are some weekly charts for perspective:
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