Market (In)Efficiency and beating the market
Behavioral inefficiencies are likely the most enduring because human nature has not changed much over time and is unlikely to change much in the future.
passive investing
Active investing in today’s investment landscape
Most trading that is going on right now has nothing to do with value
My thoughts on the Buffett Indicator – current Market Cap to GDP
The best cash flow measure is Warren Buffett’s Owner Earnings. If that is increasing faster than GDP, the fair value of companies will increase faster than GDP
Owning an equal part of every business in town
Buffett is right for an actively managed portfolio and Greenblatt is right for a passive portfolio
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.
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.
Active investing is an oxymoron
Inactivity strikes us as intelligent behavior
DIY investors are not the patsies at the table
The tech fund managers could only hold their noses and invest the money in whatever stock was available that fitted the description ‘tech stock’.
Active investing is the only way to superior returns
A small percent change in total returns achieved both before and after retirement can make a huge difference in your standard of living after retirement
The rise of passive investing and opportunities for active investors
The rise of passive investing and systematic investing may lead to greater stock market inefficiency. It will have little negative impact on active investors.
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