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Travel: SF Speech Saturday
...This Location ] Payment: In Advance (Mail postmarked by 4/27 or Online by 4/30) Everyone, $25/person Late Registration (Online by 5/2) Everyone, $35/person Register online atwww.eventbrite.com/org/399694412. At the Door Space permitting. Everyone, $35/person No Refunds...
Broadening the Window – Aligning Indicators with Correct Holding Periods
...orter time frames etc. It doesn’t matter if it is PE, CAPE, Tobin’s Q, dividend yield or mkt cap to GDP, most don’t work that great in the short term. (Note: Our Global Value paper introduces another element, and that is relative valuation, which was shown to work great on much shorter time frames.) So what is a simple answer to this criticism? Simple: hold the position longer. Below we set out to test a very simple system. The goal is to have a m...
Hussman Speech from Wine Country
...esentations from a number of speakers, and I’ll link to the videos as they come online. Highly recommend going next year! “If you like and appreciate hearing from these speakers, please consider making a donation to further ALS research and/or please plan on attending our 2014 Wine Country Conference in April 2014 where we will be raising money for Autism. You can enter your email address in the sidebar to receive periodic updates about the 2014 e...
Another $10k Winner
...dit Relative Value David Klein Capital Context LLC...
Making Adjustments (ie What if 2008 Never Happened?)
...have been transitory. If an accounting item is deemed non-recurring, it’s common practice to ignore it when determining underlying earnings (i.e., using “operating” instead of reported earnings). But CAPE continues to reflect the effect of non-recurring items for the 10 years that follow their initial recognition in reported earnings.” Anyways, the question from my friends was “We don’t like using the CAPE because it includes 2008-2009 earnings w...
What Premium Looks Like
...mples here. Cost $195 annual, $19/month. Mebane Faber Research – Free/Premium blog. Premium posts are behind a paywall, and likely to include research that isn’t published mostly focused on quant research systems and actionable ideas. Data series updates like CAPE, etc. Includes premium RSS feed. $395/year. There isn’t a free trial since there was essentially a six year free trial with > 1,200 articles. Premium posts show a “Lock” at the top of th...
Five Million Dollar Investing Ideas (Part 5/5), Best Ideas/Emerging Managers Newsletter
...d outline their 1-3 best ideas. Manual of Ideas does this a bit with their online conferences, and I know periodically Barron’s does their roundtable, Private Investment Brief is a spinout of Santangel’s, and SumZero or VIC have private networks where people volunteer their ideas. But I haven’t seen much here on an ongoing basis. (There are also our list of “ideas” conferences.) We are going to do it as an extension of Hedge Fund Letters. Let me k...
Would You Rather?
...I don’t pretend to consume information the same way my readers do (I still don’t have a Kindle or iPad, though probably should). I was chatting with a reader over breakfast and this question came up, so I thought I would ask you directly how you would prefer to receive The Idea Farm content… Create your free online surveys with SurveyMonkey , the world’s leading questionnaire tool....
Five Million Dollar Investing Ideas (Part 2/5), Quant Backtester
...ll the guts and software works behind the scenes). Let me know if you want to run with it! Quantopian looks like another interesting entrant here, and they have an intro webinar coming up in a week to check it out… Below is a chart from Quantopian that backtests and reports on one of our published models… ...
How To Get A Hedge Fund Job
...an intelligent conversation about their style and holdings. Research their competitors, spend time on SumZero and AlphaClone (and VIC if you have access). Go to the local B-School and spend time on Bloomberg and download all the research reports. Try and do some value added research no one else has done, no matter how basic. You should be prepared to discuss at least three stocks you like long and short (if it’s a fundy shop) or perhaps the resear...
