Behavioral Finance

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Corporate Finance

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Derivatives

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Economics

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Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

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Equity Investments

320 Posts

Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

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Financial Statement Analysis

52 Posts

Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

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Fixed Income

165 Posts

Future States

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Guide

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History & Geopolitics

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Investment Topics

36 Posts

Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

1 Comment

Leadership, Management & Communication Skills

171 Posts

Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

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Linkfest

2 Posts

Weekend Reads: Beating Expectations — Again and Again

Weekend Reads Exceeding Expectations Again and Again

Companies have gotten so good at managing earnings (and Wall Street) these days that when reporting season rolls around, it’s hard to ascribe any value to news that a company “beat” expectations. In fact, a review of quarterly data compiled by FactSet Research Systems reveals a recurring pattern in recent years. Companies guide earnings and revenue estimates down over the course of the quarter and then clear the lowered bar when they report financial results. Markets cheer. Rinse and repeat. Read more

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Performance Measurement & Evaluation

46 Posts

Everything Is a Meme

Everything Is a Meme

When certain memes appeal to our belief system, we expose ourselves to a wide range of behavioral psychology problems ranging from confirmation bias, to framing, to social proof, to authority influence, to meme validation, to cognitive dissonance. The list goes on and on. In short, a well-constructed meme can make us gullible. Read more

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Philosophy

6 Posts

Portfolio Management

513 Posts

Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more

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Private Wealth Management

242 Posts

Quantitative Methods

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Risk Management

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Standards, Ethics & Regulations (SER)

172 Posts

13F Watch: Active Management Looks Like a Contrarian’s Bet

13F Watch: Active Management Looks Like a Contrarian's Bet

It’s been an annus horribilis for stock pickers. In the US, fewer than one in five active fund managers are beating the market this year, their worst showing in over a decade. As a result, active funds have been bleeding assets and passive products are seeing record inflows. The fortunes of active managers certainly weren’t helped by Warren Buffett, who earlier this year advocated for passive investing. Read more

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Toolkit

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Uncategorized

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