Chroma Investing

Value Investing for beginning & small time investors and the value investing strategies of Graham & Klarman

Chroma Investing Links July 2011

I haven’t posted recommended investing links in a while. But, first I wanted to highlight a couple of links that I have removed. Not because they aren’t worth your time but because the authors have shut down the sites or not updated to the point where it seems shut down. These include (shut down), […]

Value Investing Links February 2011

I haven’t posted Investing links in a while. In the meantime I have discovered a couple of websites worth checking out. Stock Spinoffs – The website does a good job of laying out stock spin off opportunities. I have recently reread Joel Greenblatt’s book You Can be a Stock Market Genius.  In one of the […]

Value Investing Checklists

Monish Pabrai famously discusses the importance of having an investing checklist. While he has been coy about what is on his checklist, proprietary information or some such notion, Jae Jun over at Old School Value has shared his investing checklist with us. You can find his website (highly recommended) and his checklist here. I am […]

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.

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