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Piggyback investing has made it so easy for investors to mimic the moves of the best and brightest — and most successful — asset managers. The hardest part is figuring out whose portfolio moves to clone. Today’s Bloomberg deals with the issue of super star, celebrity fund managers and a recent study into their performance. [...]
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Few stock picks with insider buying that one specific investment house likes. A look at five stock picks that are seeing significant insider buying activity, with Robert Maltbie, Singular Research managing director
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Screening 2.0 and beyond Readers of this site have learned a bit about Screening 2.0 — the ability to use Internet tools (many of them, free) to recreate portfolios that conform to the investment criteria of history’s best investors. Validea’s John Reese has done much of the research legwork on the subject and has produced [...]
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Many portfolio managers I speak to effectively sidestep the worst of the crunch last year up until early March. That doesn’t mean they weren’t down — they moved big time into cash. Even though, they’ve been pessimistic and shaved down their exposure to stocks, they kept much of that exposure and have seen portfolios benefit [...]
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According to a recent article in the FT, some of Europe’s best banking and insurance sell-side analysts are banding together to launch an independent research boutique this fall. Autonomous Research will work to combine both equity and credit research under one roof independent of an investment bank entity. It’s hard to find good independent research [...]
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IR newbies looking to leverage social media should cut their teeth on Posterous. (Dominic Jones) How CIT tried to buy itself a buyout (Clusterstock) thinkorswim gets rolled out to Ameritrade customers (Barron’s, sub req’d) Jamie Dimon speaks at Harvard’s Class Day (noise free investing) More index funds sought for 401(k)s (WSJ) Ken Heebner of CGM [...]
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Is the elusive “Bloomberg for the masses” attainable? Of course, most do-it-yourself investors cannot afford the cost of thousands of dollars per month for these expensive terminals. But, what about making a platform free for subscribers and monetizing the platform via advertising? That’s exactly what SkyGrid is attempting. Until recently, SkyGrid charged $6000 per seat/year [...]
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