The Investments Blog
Applying Newton's Fourth Law
Friday, October 31, 2014
Quality Stocks & the Risk-Return Tradeoff
›
Roughly five years ago, Jeremy Grantham said the following about what he calls "quality stocks" . "Quality stocks have out...
Friday, October 24, 2014
Buffett on Investing Mistakes
›
There have been plenty of headlines lately about things not going Warren Buffett's way -- at least in the short-term -- with some...
Friday, October 17, 2014
John Bogle's "Relentless Rules of Humble Arithmetic", Part II
›
Back in 2007 at NYU, John Bogle talked what he calls his "second relentless rule of humble arithmetic." During his remarks he s...
Friday, October 10, 2014
Index Fund Investing Revisited
›
From the 2006 Berkshire Hathaway ( BRKa ) shareholder meeting : Warren Buffett: If your pipes leak, you should call a plumber. Most prof...
Friday, October 3, 2014
Buffett: We Ignore the Macro Factors
›
Buffett on CNBC yesterday : "We look at opportunities, as they come along, we try to figure whether we can understand the long term e...
Friday, September 26, 2014
The P/E Illusion
›
"...alternative frames evoke different mathematical intuitions, and one is much superior to the other." - Daniel Kahneman in Thi...
Friday, September 19, 2014
Howard Marks on Risk
›
From the latest memo by Howard Marks of Oaktree Capital: " Volatility is the academic's choice for defining and measuring risk....
‹
›
Home
View web version