A Few Lessons in Behavioral Finance
My Investing Notebook has a presentation called Confessions of a Value Investor: A Few Lessons in Behavioral Finance. I am ordinarily not a fan of looking at presentation, because it is easy to make incorrect conclusions without understanding the context or the point the author is trying to make. In this case, I think the [...]
Reviewing Forecasters – The Guru Grade
After listening to the noise, er, Financial bobble heads, I have often thought, wouldn’t it be great if someone recorded what these idiots said and then held them to their predictions. Well it turns out their is a place that has at least partially granted my wish. It is called CXO Advisory Group (Yes, I [...]
Looking Outside to Get Inside
One of the things about the pursuit of knowledge, is that it is satisfying for its own sake. I have found that you can often find useful information, or perspectives in other disciplines. One of my new favorite blogs Psy-Fi is the kind of place that opens your mind to other perspectives, but then circles [...]
An aid to Empirical Finance Research
I am a fan of empirical evidence that supports investing strategies. This sounds like an obvious statement, but many people don’t care, or at least that is how seems if you view their actions. I have previously highlighted evidence that could potentially enhance returns like Low price to book, and help protect against loss like the Altman Z score.
New Beginning Investing Blog – The Fallible Investor
I came across a new investing blog that I think is terrific for beginning investors. It is the Fallible Investor. The writer is an Australian value investor who shares a lot of the same tastes as I do: Taleb, Montier, Klarman.
F Wallstreet Returns – Investing Links
One of my favorite investing blogs was F Wallstreet, until Joe Ponzio stopped blogging because his hedge fund was taking up too much of his time. Joe has returned with analysis of Breitburn, a natural gas and oil company that Ponzio thinks has been overly beaten up. Check it out and let me know what you think. He has a four page analysis that is interesting. I have no conviction about commodities, as they seem a speculator’s market to me. That is not a slight. I am just not very good at speculating about the future.
Free Magic Formula Lists – Chroma Investment Links
But I wanted to turn you on to an interesting site. It is essentially a list of Magic Formula stocks. The Magic Formula Investing isn’t new. Joel Greenblatt of Gotham Capital fame devised this system of essentially low P/E, High ROIC companies. He outlined the Magic Formula Investing Approach in his Little Book that Beats the Market.
Value Investors Club
Valuehuntr one of the blogs that we follow has been accepted in to the Value Investors club. That is pretty cool. The value Investor’s club was started by the genius investor and writer Joel Greenblatt.
Investing Conference for Beginning Investors – AAII
Part of this blog’s mission is to help beginning investors gather the essential information so that you can make informed investment decisions on your own. I am a member of the American Association of Individual Investors (AAII). It is an easy organization to join and they send out a wicked package to lay out some of the basics of investing. It is the kind of organization I like: Cheap and geared toward persons investing part time or still developing a beginning investment strategy.
Greeenbackd – Interview- Deep Value Investing
Simoleon Sense has an insightful interview today with the author of the great deep value blog Greenbackd. You can get to the interview here. Both blogs are terrific for incredibly different reasons and I have mentioned both in previous blogs, but it bears repeating.
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