Excess Returns – The Lessons
Today’s post is a summary of the lessons we can learn from Excess Returns, by Frederik Vanhaverbeke.
Today’s post is a summary of the lessons we can learn from Excess Returns, by Frederik Vanhaverbeke.
Today’s post is a long-overdue catch up with the Piggyback Portfolio, our set of stocks listed on the Main UK market.
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about cinema attendances.
Today’s post is a profile of Guru investor Jamie Mai, who appears in Jack Schwager’s book Hedge Fund Market Wizards. His chapter is called Seeking Asymmetry.
More
There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.
Irregular Roundup, 12th February 2026
UK budget breakdown – income and spending
Annual Portfolio Review 2019
Annual Portfolio Review 2020
Van Tharp 7 – Stops and Exits
Portfolio Review – Ten Years Gone
Leverage Recap
Becoming a Lloyd’s Name
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Stan Weinstein’s Stage System 1 – Charts and Buying

