…that it’s impossible to rationalize the move. In the short term, human behavior can trounce anything to do with fundamental value, but over time a company’s value will be driven…
Search Results for: psychology OR behavior
The Elusive Definition of Risk – And Some Practical Ways to Measure It (Ep. 71)
…most important risks we face as investors, and why they are impossible to disentangle from our own behavior. We also look at some practical ways we use to measure risk…
The Basics of Value Investing
…periods have historically been compensated for doing so. The second reason that value works is that it capitalizes on investor behavior and takes advantage of the mispricing created by it….
Four Books on Investing Recommended by Warren Buffett
…Graham’s books and “focus on the chapters about the psychology of investing.” The comment was in response to Lockerbie’s question about whether Graham’s books were still relevant, given that they…
The Five Podcasts That I Never Miss an Episode Of
…have learned a lot from them that I have applied both in investing and other areas of life. My Favorite Episodes: Rory Sutherland: Human Behavior, Innovation, and Alchemy (… (infiniteloopspodcast.com)…
Investment Advice from Poker Star: Focus on Decision-Making Process
A recent Barron’s article highlights an interview with poker star Maria Konnikova, a writer who has “parlayed her doctorate in psychology into a career chronicling human behavior and decision-making” and…
The Toxic Cloud Behind the Stock Recovery
…research survey: “There appears to be a shift in psychology driven by the horrors of the last year, and plan sponsors’ understanding of the intractable pension crisis that awaits the…
Four Things Buffett Does Most Investors Couldn’t or Shouldn’t Do
…TRACKER, Flourish Charts Pivoting and Letting Your Winners Run In Morgan Housel’s new book, “The Psychology of Money”, he writes: “At the Berkshire Hathaway shareholder meeting in 2013 Warren Buffett…
The Coronavirus Pandemic and How it Has Changed Consumer Behaviors
A recent Morningstar article discusses how the coronavirus pandemic has reshaped consumer behavior, and what the impact will be for companies in the tech, hospitality and e-commerce industries. “With drug…
The Market Bubble Will Burst, Says Jeremy Grantham
…month, Grantham said that stocks are currently overpriced, but there is no way to know when they will peak. One clue, he added, would be the emergence of “crazy” behavior…