Business and Investment Philosophy Archive

Top Gun FP Client Note: The Wisdom Of George Soros, Part II

NOTE: Every week or two I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients.  You can ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Fundamentals Versus The Technicals

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  1 Comment »

Top Gun FP Client Note: Two Stocks For A Range Bound Market

In range bound markets, 90% of the return comes from dividends.   - Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16 In last week's ...
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CNBC: Vitaly Katsenelson On Investing In Range Bound Markets

Investing In Range Bound Markets - according to Vitaly Katsenelson: (1) Trade More Actively (2) Increase Your Margin Of Safety (3) Hold More Cash (4) Buy Dividend Paying Stocks - 90% of the returns in range bound markets come ...
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Ben Graham On The Efficient Market Theory And The Manic Depressive Market

January 11, 2010  ·  Category: Business and Investment Philosophy
In 1974, the great financial analyst Benjamin Graham wryly described the efficient-market hypothesis as a theory that "could have great practical importance if it coincided with reality."  Mr. Graham marveled at how Avon Products, which traded ...
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Top Gun FP Client Note: Another Bubble

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
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Tremendous David Einhorn Speech Monday At The Value Investing Congress

I really respect David Einhorn because he has evolved from a pure value investor into recognizing the importance of macro.  Anybody who doesn't recognize that at this point is going to pretty useless going forward.  ...
Posted by Greg Feirman  ·  No Comments »

Shiller: The Stock Market Is Intrinsically Psychological

Nothing new here in a Sunday New York Times piece by Robert Shiller, "An Echo Chamber of Boom and Bust", but it's always worth remembering that the stock market is people: THE global signs of a ...
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James Montier: EMH RIP

August 10, 2009  ·  Category: Business and Investment Philosophy
Alice laughed: "There's no use trying," she said; "one can't believe impossible things." "I daresay you haven't had much practice," said the Queen.  "When I was younger, I always did it for half an hour a day.  ...
Posted by Greg Feirman  ·  1 Comment »

June 5 Bloomberg Interview With The Great Michael Steinhardt

August 6, 2009  ·  Category: Business and Investment Philosophy, Market Commentary
(Via Infectious Greed)
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