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Warren Buffett has been quoted as saying that his ideal holding period for a security is “forever”. While Buffett has exhibited long-term perseverance with some of his large cap holdings like Johnson and Johnson and Coca-Cola, he’s actually proved to be quite the trader recently with some options plays and short-term funding of the troubled [...]
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Really nice article at Can Turtles Fly? entitled, “Charlie Munger: Stock market as a pari-mutuel betting system“. The ultimate market commentator/psychologist, the post quotes Berkshire’s Munger and his core tenets on investing, culled mostly from an undated speech, “The Art of Stock Picking.” Beyond being a really interesting read, the speech details Munger’s proposition that [...]
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Interesting meme going around launched by an article in the Atlantic, entitled “What Would Warren Do?“. Megan McArdle raises some good points and the article and it’s worth a read. Specifically, McArdle raises a couple salient issues: Inability to distill Buffett investing into systematic approach: As opposed to a more purely arithmetic approach that Graham [...]
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AlphaClone is probably the best research platform out there for investors looking to recreate, or “clone”, portfolios developed by leading hedge fund and mutual fund managers. AlphaClone is Mebane Faber’s online foray that implements much of the research he recently published in The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear [...]
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