Business and Investment Philosophy Archive
Ken Fisher Knew Something That Wasn’t So
February 25, 2008 · Category: The Investment Advice Business, Business and Investment Philosophy
Don't buy it. For months now the debate has been over whether America will have a hard landing or soft landing, the answer hinging on how big 2007's housing disaster turns out to be. Well, ...
Posted by Greg Feirman · 4 Comments »
Academics Wake Up To Momentum
February 20, 2008 · Category: Business and Investment Philosophy
"Active managers who ignore the momentum effect do so at their peril."
- Paul Marsh, Emeritus Professor of Finance, London Business School, study co-author
"Every object in a state of uniform motion tends to remain in that ...
Posted by Greg Feirman · No Comments »
Forbes Profiles Old School, Graham-Style Value Investor Walter Schloss
February 6, 2008 · Category: Business and Investment Philosophy, Business Culture and Current Events
"I can't say people will get rich on it, but I would rather be safe than sorry."
- Walter Schloss, on his recommendation of insurance company CNA Financial
91 year old Walter Schloss may not be as famous as ...
Posted by Greg Feirman · No Comments »
The Momentum Game Is Over; The Return Of Value
January 25, 2008 · Category: Business and Investment Philosophy, Market Commentary
".... the basic forces that propel markets your editor believes to be momentum and value....."
- James Picerno, "A Short Treatise For A Two-Factor World", May 14, 2007, The Capital Spectator
"In 2007, by far the biggest ...
Posted by Greg Feirman · No Comments »
Dimensional Fund Advisors And The Efficient Market Religion
November 27, 2007 · Category: Business and Investment Philosophy, Business Culture and Current Events
"If you put a thousand people in barrels and push them over Niagara Falls, some of them will survive. And if you take those guys and push them over again, some of them will survive. ...
Posted by Greg Feirman · No Comments »
The Myth Of Buy And Hold
November 13, 2007 · Category: Business and Investment Philosophy
"If you have a good gain in your stock and it has become fully valued based on your analysis, then take your gains and look for another strong company to invest in."
- Brent Wilsey, Wilsey ...
Posted by Greg Feirman · No Comments »
My Letter To The WSJ: Will A Free WSJ.com Mean A Dilution In Quality?
November 13, 2007 · Category: Business and Investment Philosophy, Business Culture and Current Events
I read on WSJ.com this morning that Murdoch plans to make WSJ.com free because doing so would increase readership from 1 million to 10-15 million worldwide, attract big advertisers and be more profitable (subscription required ...
Posted by Greg Feirman · No Comments »
Counterfeit Contrarianism
November 7, 2007 · Category: Business and Investment Philosophy
Yesterday (Tue 11/6) the most popular article on MarketWatch was Mark Hulbert's "Do you have the guts? Being a contrarian takes guts, like buying Citigroup stock".
Hulbert begins this way:
OK, all of you who claim to ...
Posted by Greg Feirman · 1 Comment »
Stocks & Commodities Magazine Interview With Kirk
October 18, 2007 · Category: The Investment Advice Business, Technical Analysis, Business and Investment Philosophy, Blogs
Kirk this morning put up the interview Stocks & Commodities Magazine recently did with him.
Lots of interesting stuff such as why he decided to become a full time independent trader, why he decided to get ...
Posted by Greg Feirman · No Comments »
50th Anniversary Of “Atlas Shrugged”; Thank You Ayn Rand
October 10, 2007 · Category: Business and Investment Philosophy, Culture and Current Events, Business Culture and Current Events
50 years ago today one of the truly great books of the 20th century was published: Ayn Rand's Atlas Shrugged.
The hostility evoked by any mention of Rand's name is of course a given.
But at root ...
Posted by Greg Feirman · No Comments »
