…part of it.” Specifically, he argues that many new ventures eagerly launch a minimum viable product (MVP) before properly assessing their target customers’ needs. Eisenmann characterizes the behavior as a…
Search Results for: psychology OR behavior
Some Thoughts on Low Volatility Investing
…two different reasons: either they produce an excess return by taking on more risk or they capitalize on the behavior of other investors that leads to a mispricing. With low…
A Detailed Look at All Weather Investing With Standpoint's Eric Crittenden (Ep. 83)
…to a wide range of potential environments and the role of behavior in building an all weather strategy. We hope you enjoy the discussion. Links and references mentioned in the…
Finding the Market’s Top-Performers
…“drift away from their intrinsic values,” leading to herding behavior and performance-chasing. Underreaction, which emerges from the idea that prices can “drift towards their intrinsic values,” leading investors to hold…
For the Economy, It’s All About the Near Future
…in the months ahead as more Americans are vaccinated and begin to resume normal patterns of behavior, especially regarding travel and entertainment.” For the hard-hit restaurant industry, the article argues,…
Mark Mobius: Emerging Markets Will Outperform
…these countries lower than that of the developed markets, their recovery [from Covid-19] will be faster. The vaccine, of course, helps, but more important is the psychology. As people begin…
Some Practical Ways to Look at Blending Factors
…and just stayed the course no matter how much we underperformed, then it wouldn’t matter at all. But in the real-world, investor behavior is a major consideration in building investment…
What GameStop’s Crazy Ride Can Teach Us About Investing
…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…
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….