Cliff Asness, Wall Street sharks and market inefficiency
Markets now exhibit far more casino-like behavior than they did when I was young. The casino now resides in many homes and daily tempts the occupants.
active investing
Rise of passive investing good or bad for active investors?
The stock market and individual stocks still seem capable of swinging from euphoria to fear, from fear to euphoria, from bull to bear and from bear to bull, as they have over stock market history.
Why stocks outperform all other asset classes
A major reason is that businesses retain earnings, with these going on to generate still more earnings–and dividends, too
My investment performance and how I invest my money
It is value investing pure and simple with a concentrated portfolio, but the companies must have really good growth prospects.
Concentration risk and the Magnificent Seven
The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return
Tapping into the wealth created by stock market investing
The vast majority of wealth creation comes from a reasonably sized cohort of successful companies. The trick is to identify these wonderful businesses.
The market can be beaten
He will risk half his fortune in the stock market with less reflection than he devoted to the selection of a medium-price automobile
An investor’s edge as the competition gets tougher
I would say there’s been a great increase in the number people doing dumb things. And they do big, dumb things.
How I invest my money
What a value investor’s concentrated portfolio looks like.
Active investing is an oxymoron
Inactivity strikes us as intelligent behavior
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