by Zack Miller on September 28, 2010
Whitney Tilson is one of my favorite hedge fund managers and market commentators. He does great value work (including piggybacking other asset managers’ great ideas). This will be a must-have for an investment bookshelf. Check out: The Value Investing Course: Essential Strategies for Market-Beating Returns (Wiley Finance) Annette Thau has written THE BOOK for bond [...]
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 [...]
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 [...]
Investors frequently ask me what tools I use to research stocks, ETFs or mutual funds online. My typical response is to point them to Yahoo Finance and Google Finance and then to drill down to both sites’ screening tools. They are good tools, frequently robust enough for most individual investors. Screening 2.0, an important placeholder [...]
by Zack Miller on December 10, 2008
After yesterday’s review of the latest entry into the piggyback investing game (read what piggyback investing is and why it’s important), alphaCLONE, I came across a chart that I felt needed to be shared. The chart below is the chart of a fabled value investor, Bill Miller, of Legg Mason. It was part of a [...]
