The Most Important Thing 5 – Defence, Pitfalls and Adding Value
Today’s post is our fifth visit to The Most Important Thing by Howard Marks.
Today’s post is our fifth visit to The Most Important Thing by Howard Marks.
Today’s post describes an attempt to build a Buffett Composite Stock Screen using the rules from our Buffettology Stock Screen, and the similar screens within Stockopedia.
Today’s post is about the Core and Satellite approach to arranging your investment portfolio.
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the gap between value and growth.
Today’s post is the eighth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
Today’s post is our third visit to Robert Carver’s book Systematic Trading.
Today’s post is the second in a series about Market Timing. We’ll be looking at the work of Jesse Livermore on his Philosophical Economics blog.
We begin today’s Weekly Roundup in the FT with Merryn Somerset Webb, who was wondering whether value investing might make a comeback.
Today’s post is our fourth visit to a book that is popular with passive investors in the UK – Lars Kroijer’s Investing Demystified.
Today’s post is the fourth in a series on factor investing, otherwise known as smart beta. We’re going to look at a symposium hosted by Research Associates in California.
Today’s post is the fifth about an ESG Portfolio that I put together at the start of 2020.
We begin today’s Weekly Roundup with another look at whether current market levels are justified.