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Tag: James O’Shaughnessy

Amplifying Momentum’s Alpha Potential
4 years ago
Amplifying Momentum’s Alpha Potential

By Justin Carbonneau (@jjcarbonneau) — Momentum investing can sometimes be looked at as a more speculative type of investing since it involves buying stocks that have gone up the most,…

6 years ago
Why Use One Value Factor When You Can Use Many

By Justin Carbonneau (@jjcarbonneau)—-Interested in chatting with Justin – let him know.—- Suppose you wanted to find the value stocks in today’s market using common value ratios. Which would you…

6 years ago
Five More Questions: Factor Investing with Jim O’Shaughnessy

By Jack Forehand, CFA (@practicalquant) This is Part II of my interview with Jim O’Shaughnessy. If you missed Part I, you can find it here. In part II, we talk…

6 years ago
Five Questions: Factor Investing with Jim O’Shaughnessy

By Jack Forehand (@practicalquant) Factor investing has grown dramatically in recent years. But it is far from new. As those of us who invest using factors seek to learn more…

7 years ago
Jim O'Shaughnessy on the Psychology of Investing

In a September interview on the Off the Chain podcast, legendary investor James O’Shaughnessy shared insights on human nature, psychology, and how they manifest in investing decisions. Here are some…

7 years ago
The O'Shaughnessy Approach: Guarding Against Narrative-Loving Humans

An article in CityWire profiles the father-and-son investing duo of Jim and Patrick O’Shaughnessy, chief investment officer and chief executive respectively at quantitative money management firm O’Shaughnessy Asset Management. Jim…

7 years ago
Every Investor Should Read These O'Shaughnessy Tweets

In a recent Bloomberg article, columnist Barry Ritholtz references a provocative tweetstorm by famed investor James O’Shaughnessy regarding “investor ignorance.” “The post, as regular readers know,” writes Ritholtz, “was about…

7 years ago
What Gambling and the Oakland A's Can Teach You about the Importance of Process

By Jack Forehand (@practicalquant) —  I have a friend who is an infrequent gambler and won money almost every time he went to the casino. He did it by exclusively playing…

8 years ago
Just Another Stormy Monday? Lessons from Market Disruptions

By John Reese (@guruinvestor) — Thirty years ago, five days after 1987’s infamous Black Monday, Louis Rukeyser shared some calming and timeless words on his evening broadcast of Wall Street…

8 years ago
Podcasts of the Week: Urban, Wilmott & O’Shaughnessy

By Jack Forehand — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment, I…

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Recent Original Research
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Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
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Benjamin Graham established the foundation of value investing by developing systematic methods for identifying underpriced securities—concepts that continue to guide today's investors. His most notable student, Warren Buffett, demonstrates how Graham's principles can create lasting wealth. Graham's...
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