My Mantra is Diversity
“My mantra is diversity. I clone my mentors. I copy everything they do, and then I innovate on top of it.” - Henry Markram
Great...
Searching for Yield
Great chat with Priest and Mack...while we depart on a few methods of screening, the general approach is very similar:
Case Study on Self-Publishing an eBook
Below is a summary of my views on self publishing my first book, which you can find on Amazon here - Shareholder Yield: A...
What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%.
What are the current drivers of...
Shareholder Yield Book is Out!
I am going to do a longer piece on this topic later this week, but wanted to announce that the eBook is now out!...
(Don’t) Follow Me
The Ira Sohn conference is running with a great list of speakers, I attended last year and am sad to miss - it is...
Combining Value, Trend, and Sentiment
We did a post the other day that combined simple value and trend systems into a portfolio that resulted in much lower volatility and...
“On a dollar weighted basis hedge funds are a database-driven marketing gimmick.”
That quote was from my friend Eric Crittenden at Longboard way back in 2007. We were chatting about how a lot of the investable...
Profile of Robin Hood Foundation
on 60 minutes:
http://cnettv.cnet.com/av/video/cbsnews/atlantis2/cbsnews_player_embed.swf