The Sceptical Investor 5 – Value, Turnarounds and Funds
Today’s post is our fifth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
7 Circles - your heavenly path through investment hell
June 2020 – Trades, Tips and Funds
Today’s post is another in the series of monthly roundups of the interesting investing tips I’ve come across, plus a summary of any trades that I make. Welcome to June 2020.
Martin Taylor – The Tsar Has No Clothes
Today’s post is a profile of Guru investor Martin Taylor, who appears in Jack Schwager’s book Hedge Fund Market Wizards. His chapter is called The Tsar Has No Clothes.
Weekly Roundup, 22nd June 2020
We begin today’s Weekly Roundup in the FT, where Eric Platt reported on mounting criticism of Warren Buffett.
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.
Buffett Composite Stock Screen
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.
Core and Satellite
Today’s post is about the Core and Satellite approach to arranging your investment portfolio.
Weekly Roundup, 15th June 2020
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.
Expected Returns 8 – The Credit Premium
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.
Systematic Trading 3 – Frameworks and Forecasts
Today’s post is our third visit to Robert Carver’s book Systematic Trading.
Market Timing 2 – Growth & Trend
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.
Weekly Roundup, 8th June 2020
We begin today’s Weekly Roundup in the FT with Merryn Somerset Webb, who was wondering whether value investing might make a comeback.
