In a great interview with Barry Ritholtz on Bloomberg View, Michael Maboussin of Credit Suisse and Columbia University offered some intriguing insights into the role of luck in investing, and…
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The Investor's Diving Board Dilemma
…subject, and was able to quantify some of the cost of investing gradually,” Sommer writes. “Using the Standard & Poor’s 500-stock index and its predecessors, Bernstein examined the rolling one-year…
O'Shaughnessy: Keep It Simple With Shareholder Yield
…approach to investing works remarkably well,” O’Shaughnessy writes in a Yahoo! Finance column. “Between January 1st, 1927 and November 30th, 2013 … an investor starting with $10,000 who simply bought…
Greenblatt on the Valuation Dichotomy
…also talked about his overall investing approach, and how he values stocks. Validea’s Joel Greenblatt-based portfolio is up 10.2% annualized since its late 2005 inception vs. 4.9% for the S&P…
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
…often comes from seeing things differently than the rest of the crowd. That’s particularly true in investing. History’s greatest investors usually look at the same picture everyone else looks at,…
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
…if it were average, we’ll happily buy great businesses. To us, buying great businesses at average prices is just as much value investing as is buying average businesses at great…
Don't Tinker!
…“Such decisions may seem logical,” Reese says. “The problem is that if a particular negative story is catching your eye, the rest of the investing world probably sees it as…
Greenblatt's Approach: Magic, or Discipline?
…investing. In his latest column for NASDAQ.com, Reese looks at the strategy of hedge fund guru Joel Greenblatt. “Back in 2005, Greenblatt published The Little Book that Beats the Market,…
What Happens To Your Brain During A Bubble
…experimental shares with prices on the rise. Others got greedy and were investing aggressively during the bubble and after the peak. Those who got nervous early pulled out, bursting the…
O'Shaughnessy: Data Says Stay Away From Glamour
Investors are continually attracted tho “glamour stocks” — those popular, flashy picks that are always being talked about. But quantitative investing guru James O’Shaughnessy says history shows those exciting stocks…