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Taking Singles and Risk
In this review of Finding Alpha: The Search for Alpha When Risk and Return Break Down by Eric Falkenstein, David Merkel summarises with words I’ve often penned. What this all says to me is that...
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My Reading List for the Week
Without Hot Air I skimmed Sustainable Energy – Without The Hot Air. It the best take on sustainable energy I’ve read. You can download a free copy or buy a printed version. Let’s hope scientists crack...
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Investment Newsletters, Services and Media
A regular commentator, Sean, posted the following comment. You can read his full comment here, it’s comment three. stockval is interesting but after a brief trial, I’m not sure it adds much to...
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The Inefficient Stock Market
What Pays Off and Why I’ve never seen Robert Haugen’s 1999 book of the above name on anyone’s recommended reading list. I only came to be reading The Inefficient Stock Market – What Pays Off and Why as...
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Mike was kind enough to tell me why he thought I went wrong with Neptune. His points were valid and I look forward to his post on Neptune. Here is my reply. Thanks for your comment. You’re right, cash...
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Fat Tails Create Fat Pitches
My favourite quotes of the week come from GMO, with James Montier pipping Jeremy Grantham. From the perspective of mean reversion, fat tails help to create some of the best opportunities. That is to...
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Peter Lynch – Beating The Street
I had the great pleasure of meeting Tom Gardner, the CEO and co-founder of The Motley Fool, and several other wonderful Fools a few weeks back. Great ideas flowed freely that evening, as did the...
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