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

Weekend Reads for Finance Pros: Our Brains and “The Disease” of Busyness

Weekend Reads for Finance Pros Our Brains and "The Disease" of Busyness

I don’t know about you, but I have a very hard time sitting still and just “being” instead of “doing.” My idea of “relaxing” usually involves something physical: running, swimming, cooking, spring cleaning, doing whatever, so long as I’m on the move. It takes a lot of discipline to just “be” instead of “do.” Which is why a passage from a recent post on the On Being blog, “The Disease of Being Busy,” really struck me. Read more

2 Comments

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

Leave a Comment

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

Leave a Comment