Author: Mike Rawson
100 Baggers 4 – Kelly, BuyBacks and Moats
Today’s post is our fourth visit to 100 Baggers by Christopher Mayer.
October 2022 – Trades, Tips and Funds
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
Renaissance – Too Good to be True?
Today’s post looks at a paper from Bradford Cornell about the Medallion Fund from Renaissance Technologies.
HFEA 8 – Leveraged Neapolitan Portfolio and Factor Tank
Today’s post is another in our series on Leveraged Portfolios. We look at applying leverage to OP’s Neapolitan Portfolio and take a quick look at the Factor Tank Portfolio.
Engineered Portfolios
Today’s post is a look at Engineered Portfolios – a site run by a couple of engineers with a passion for investing.
Claudio Guazzoni – Eliminating the Downside
Today’s post is a profile of Guru investor Claudio Guazzoni, who appears in Jack Schwager’s book Stock Market Wizards. His chapter is called Eliminating the Downside.
Consolidating DC Pensions
Today’s post looks at a recent paper from LCP on whether you should consolidate your DC pensions.
Return Stacking
Today’s post looks at a recent joint paper from ReSolve Asset Management and Newfound Research called Return Stacking.
