Practical analysis for investment professionals

Warren Buffett


Betting with Buffett: Seven Lean Years Later

Standing seven years into a 10-year wager with Warren Buffett that hedge funds would outperform the S&P 500, we sure look wrong, says Ted Seides, CFA. What follows is an assessment of why, and an outlook on where to go from here.

Warren Buffett Is Wrong: The Bitcoin Proof

When I first took a serious look at bitcoin, I focused on its potential as a currency. It was hard not to notice the enthusiasm for bitcoin among a number of its proponents. But I balked nevertheless. I felt that bitcoin would have a common enemy in governments around the world, implying that it would be outlawed, burdened with onerous regulation, taxed, or otherwise butchered beyond recognition by policy.

Weekend Reads for Global Investors: Most Popular Links of 2014

This is the last Weekend Reads for Global Investors of the year. It seems a perfect time to look back and see what our readers have liked the most among the myriad links curated. I've grouped the top 11 links (the last two were a tie) around three major themes.

Mission Impossible: Beating the Market Forever

If value-weight market returns reflect a binding constraint on the collective investor experience, how long can an individual investor “beat the market” before he actually becomes the market? As it turns out, compound growth prevents skilled investors from beating the market forever.

Warren Buffett: Activist Investor?

Much like today’s most notorious activist investors, Warren Buffett made a name for himself by identifying market inefficiencies that could be exploited for the benefit of his investors and public shareholders. But unlike the corporate raiders of the 1980s, Buffett wasn’t out to tear companies down. In fact, he wanted to help build them up.

Weekend Reads for Global Investors: The Missing Bears

The economic recovery had been weaker than expected in many parts of the world. Apparently there is something else missing from the market scene: bears.

Weekend Reads for Finance Pros: Fees, Buffett on Investing, and Hitting the “Reset Button”

What is it about walking barefoot in the sand, or listening to the sound of the ocean, or diving beneath crashing waves that helps us instantly hit the reset button?

13F Watch: Shareholder Activism Pays

When compared to the hedge fund industry at large, activist investors have garnered a disproportionate share of the headlines this year, and for good reason: they’ve been busy — launching 148 activist campaigns in the first half of 2014 alone — and they continue to outperform their hedge fund peers.

Weekend Reads for Finance Pros: Bogle, Baseball, and Investment Bubbles

This week's round-up of interesting papers, articles, tweets, and blog posts covering economics, investor behavior, retirement, and more.

Weekend Reads for Finance Pros: Hedge Funds, Charlie Munger, and the World Cup

Charlie Munger once said: "In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time — none. Zero. You’d be amazed at how much Warren reads — and how much I read. My children laugh at me. They think I’m a book with a couple of legs sticking out.”



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