Practical analysis for investment professionals

Investment Idea Generation


Weekend Reads: Study the Exceptions

'Pataphysics is the hard-to-describe study of exceptions, and investment professionals are well served spending some time with it. Sloane Ortel explains.

Four Lessons from the CFA Society New York 80th Anniversary Dinner

Ultimately, the core of our profession’s success will be continuing education, says Bjorn Forfang.

Generating Alpha in China: The Missing Ingredient

With a combined market capitalization of $10 trillion, the Shenzhen and Shanghai stock exchanges are the second largest in the world, writes Tony Tan, DBA, CFA, and recent research demonstrates that, contrary to popular perception, they don't move in lockstep or mostly in response to macro factors. Investors searching for alpha cannot ignore them.

Earnings Estimates and Investment Decision Making

Earlier this week we polled CFA Institute Financial Newsbrief readers, asking, “To what degree do earnings estimates factor into your investment decision making?”

The Intuitive Investor: Why Intuition Is Important

There is a growing regard for intuition as many successful investors, including George Soros, attribute their success to it. Here is why intuition is important.

How to Recontextualize Your World View to Understand Information: Futurist David Houle (Video)

David Houle, author of Entering the Shift Age, discusses some of the techniques he shares with CEOs for recontextualizing their world view.

Generating Investment Ideas: Interview with Futurist David Houle

Investing results unfold in the future, yet many investors spend all of their time analyzing facts. What can a leading futurist teach investors about forecasting?

Warning: These Three Decision-Making Errors May Be Hurting Your Investment Performance

Distinguished economist Noreena Hertz told attendees at the recent CFA Society of the UK Annual Conference that “active thinking” strategies can help neutralize the common cognitive errors that inhibit effective decisions.

Do Good Investment Managers Give Away Great Ideas? It’s Entirely Rational According to New Study

A newly updated study of the market-beating stock recommendations posted to Value Investors Club, a private online community restricted to 250 elite money managers, provides further insights on why professional investors at rival firms may be motivated to share ideas and collaborate.

Bankable Insights: Overcoming Anxiety Is Key to Investment Success

Anxiety is an instinctively powerful force that stands in the way of good investment decisions. Here are some timeless tips for overcoming its effects.



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