Have a good read while we are away on holiday
The edge for investors is what I call the behavioral edge. You don’t need more data than everyone else. You don’t need to be smarter. You just need to master your own behavior.
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The best number of stocks to own
Too much of a good thing can be wonderful
Active investing is an oxymoron
Inactivity strikes us as intelligent behavior
Have a good read while we are away on holiday for a few weeks
This first one is timely as the stock market is currently in a blue funk
Have a good read while we are away on holiday a for a couple of weeks
The Tags Index on the home page gives easy access to over 130 great posts on everything from Investment Psychology to Warren Buffett’s concept of Economic Goodwill vs Accounting Goodwill.
CAPE’s halo falls with a thud
CAPE is ignorant of interest rates
My take on simplicity in investing
A fancy spreadsheet will give precise numbers but can also give you a false sense of accuracy.
Misconceptions about Warren Buffett’s approach to investing
A high ratio of price to book value, a high price-earnings ratio, and a low dividend yield – are in no way inconsistent with a ‘value’ purchase.
Why you can safely ignore market (and economic) predictions.
The last time I made any specific stock market predictions was in the year 1914, when my firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street.
Stock valuation in an age of intangible assets
About forty years ago Buffett experienced a Damascene conversion
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