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Looking for Ideas
...unds. “Sharpe Ratios of Top Managers” – Ziemba “How Smart are the Smart Guys? A Unique View from Hedge Fund Stock Holdings” – John Griffin Reading Lists Seth Klarman’s Recommendations Warren Buffett’s Suggestions David Einhorn’s Picks Dan Loeb’s Recommendations Blue Ridge Capital’s Picks...
Tax Harvesting
...ing onto long term gains. We toyed for awhile with the idea of creating an online tax harvester program, and here is a recent post on the topic, but it is good to see someone tackling it with the recent news Wealthfront has added an automated tax harvesting module. (They also have a white paper here on the topic.) Techcrunch has an article on the launch, which is how I found the news, but it makes some misleading claims such as calling tax harvest...
UVa Investment Conference: Bair, Bass, Grantham and Lockhart.
...e, Jr., Co-founder and Senior Managing Director of Riverstone Holdings LLC Dennis Lockhart, President and Chief Executive Officer of the Federal Reserve Bank of Atlanta David M. Rubenstein, Co-Chief Executive Officer and Managing Director of The Carlyle Group John B. Taylor, Mary and Robert Raymond Professor of Economics at Stanford University and George P. Shultz Senior Fellow in Economics at Stanford’s Hoover Institution Jay Venkatesan, Portfoli...
1% in an 8% World
...ed Weiss, Mgn Dir Princeton, NJ(212) 683-6686 $30 bn advisoryfweiss@clrbrk.com CommonfundSarah E. Clark, Mgn Dir Wilton, CT203-563 -5000 $12 bn discretion, $8 bil outsourcedsclark@cfund.org CornerStone PartnersDon Laing, Senior Partner Charlottesville, VA(434) 296-1400 >$3 bndlaing@cstonellc.com Covariance Capital Management (TIAA-CREF)Shannon Morton, Mgn Dir Houston, TX(713) 770-2000 $1 bnsmorton@covariancecapital.com Fiduciary Management Associ...
The Coming Dividend Tax Hike
...include a reduction in the number of dividend payers or a decline in the number of companies increasing DPS year-over-year, which is especially plausible since both metrics are at multi-year highs. The proportion of dividend-payers in the index broke the 80% threshold for the first time in the 2000’s in Q1 2012, and Q2 2012 had the largest number of companies increasing TTM dividends per share in at least 20 years (296) in the S&P 500. At least o...
Macro Pessimism, Micro Optimism (Part II)
...at. Instructors from Princeton, Duke, Caltech and 13 other schools conduct online classes on everything from math to music, complete with video lectures, quizzes and homework. And the site is free — no scholarship required. Uncrate: Every day, Uncrate publishes sexy pictures and brief write-ups of stuff that guys might want to buy. What kind of stuff? Everything from a Sam Adams beer milkshake to an Adirondack chair made out of whiskey barrels to...
Wriston’s Law
Pretty cool online value conference coming up in a few weeks. I wonder how quickly most of the conference biz will get disrupted by online ventures? Outside of networking/happy hour (which isn’t insignificant I understand), there’s pretty much no reason to travel in person anymore. — Also, if you haven’t signed up for The Idea Farm, check it out, it’s free. Great, great research piece this weekend. Quote below: “Wriston’s Law of Capital can expla...
Another Print Publication Bites the Dust
...news yesterday that an activist fund is getting more activist on TheStreet.com. I had a good friend that thought about buying the company at one point (but I seem to remember some sort of poison pill or some weird structure that prevents it?). It has always astounded me how TheStreet.com doesn’t make money. And by that I mean make money hand over fist. After all, they’ve had some pretty amazing writers over the years. The usually have revenue in t...
Value Matters
...ynamics in which the return growth depends on three components: a) a momentum component, naturally justified in terms of agents’ belief that expected returns are higher in bullish markets than in bearish ones; b) a fundamental component proportional to the log earnings over price ratio at time zero. The initial value of the ratio determines the reference growth level, from which the actual stock price may deviate as an effect of random external di...
Does Shiller PE Work in Foreign Markets?
...we use the indicator to predict real returns on local equity markets over the next five to ten years....
