Bloomy Black
I really like Bloomberg moving into this space, but my guess is they're going to have to cut their fee in half - $1,200...
Buyback Echo
A nice summary from Hulbert:
"Buyback strategies aren’t nearly as time-sensitive, according to David Ikenberry, dean of the Leeds School of Business at the University...
Sell in May or November Timberrrrr?
Repost from Oct 2010. Will probably post again in 2016.
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“Because I believe that all criteria for investing (that is, good betting strategies) should have...
Cannibals and Capital Destroyers
I created this chart today to see how many of the S&P 500 stocks had a positive net payout yield (dividends & net stock...
Trillion $ Mistake
We sent out the below to The Idea Farm list recently, and the chart was so good I had to share it here.
John Del Vecchio...
Travel: SF Speech Saturday
Technically this is in San Jose, but chatting early Sat AM with the AAII crowd, come say hello!
"Shareholder Yield: A Better Approach to Dividend...
Another Dividend Mistake
There are lots of cliches you hear when people are discussing dividends and buybacks. Realize one of the biggest benefits of including net buybacks...
0.1% Management Fee and 10% Performance Fee Above S&P500
Fun article on the internal hedge fund managers at Berkshire.
Closer Look at the CAPE Ratio
Below is a fun webinar put on by Shiller/Barclay's/IndexU. Who better to hear chat about CAPE than Shiller?
My only comment is I think their...
A Few Happy Funds Yesterday
One of the cool features of AlphaClone is the ability to sort the hedge funds with high exposure to a particular stock. Below are...
