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small cap
Shallow Investment Pitches Lead to Strikeouts
Book value may not be valuable. Changes in reported earnings per share is not growth. How can we use that insight to select funds?
I am focusing today on the kinds of “elevator comments” that one hears in the lift… READ MORE ›
Successful Investing Is Not a Ranking
All too often, we unconsciously use arbitrage selection. We compare a given result against a perceived standard. This often leads to ranking against the standard. A classic old gag is an example of comparison: A man is asked how… READ MORE ›