Comments on: The new world http://greenbackd.com/2010/01/12/the-new-world/ Identifying undervalued activist situations Tue, 14 Feb 2012 15:51:52 +0000 hourly 1 http://wordpress.com/ By: Nassim Nicholas Taleb and An Apology for Raymond Sebond « Greenbackd http://greenbackd.com/2010/01/12/the-new-world/#comment-2958 Fri, 22 Jan 2010 05:01:43 +0000 http://greenbackd.com/?p=3298#comment-2958 [...] 20, 2010 by greenbackd As I foreshadowed last week in The New World, I want to explore Nassim Nicholas Taleb’s Fooled by Randomness and The Black Swan in some [...]

]]> By: Cory http://greenbackd.com/2010/01/12/the-new-world/#comment-2915 Thu, 14 Jan 2010 21:58:28 +0000 http://greenbackd.com/?p=3298#comment-2915 Have you considered creating a paid section for your activist net / net analysis. Similar in structure to http://www.fatpitchfinancials.com ?

]]> By: Dewhurst still pushes the buttons : Interactive Investor Blog http://greenbackd.com/2010/01/12/the-new-world/#comment-2907 Wed, 13 Jan 2010 18:40:49 +0000 http://greenbackd.com/?p=3298#comment-2907 [...] it a sign of the times? Deep value is getting thin on the ground so Greenback’d is spreading his wings. Tags: DWHT Category: Companies, Thrifty [...]

]]> By: ron http://greenbackd.com/2010/01/12/the-new-world/#comment-2906 Wed, 13 Jan 2010 17:24:14 +0000 http://greenbackd.com/?p=3298#comment-2906 Montiers value investing is a very interesting read. He makes things pretty simple for his investments.

]]> By: Peridotic http://greenbackd.com/2010/01/12/the-new-world/#comment-2894 Wed, 13 Jan 2010 01:56:30 +0000 http://greenbackd.com/?p=3298#comment-2894 It is ironic, I think because many people find it too strict and by using a screener it doesn’t provide many stocks or none at all. In my opinion if Graham were alive he would change the formula every other year. Seeing how the current markets work.

Also that Montier book is one of the three I want to read and also he is writing about behavioral finance in little book series and that is coming out in March but I think it will be too watered down.

]]> By: Joshua http://greenbackd.com/2010/01/12/the-new-world/#comment-2892 Tue, 12 Jan 2010 20:00:45 +0000 http://greenbackd.com/?p=3298#comment-2892 Greenbackd 2009, was a phenomenon and I read every post. I was a bit skeptical about you changing the bowels of the blog, but after reading this post I’m hooked again.
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Taleb’s idea of the naive empiricist is great. I tend to find a stock I like, do tons of research (being an empiricist) and then become happy with my position. That’s not a bad part, the bad part is when I think my research proved my idea was good. I can’t ever “prove” an idea is good – I can only disprove an idea is good. I think that goes along with Munger and trying to kill your strongest idea/belief.
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I look forward to your future posts. I don’t read enough people quoting Montaigne. By the way, I saw a fun short documentary by Alain De Botton on Montaigne on YouTube. Maybe you’ll like it.

part 1

part 2

part 3

]]> By: peridotic http://greenbackd.com/2010/01/12/the-new-world/#comment-2891 Tue, 12 Jan 2010 18:55:22 +0000 http://greenbackd.com/?p=3298#comment-2891 You have chosen interesting paths to explore. Out of curiosity are looking to explore into James Montier’s aspect of behavioral finance in the future? I was planning on reading his three books which covers behavioral finance. Can’t wait for the quantitative approach of Montier. Never heard of it before.

]]> By: chroma http://greenbackd.com/2010/01/12/the-new-world/#comment-2890 Tue, 12 Jan 2010 07:33:31 +0000 http://greenbackd.com/?p=3298#comment-2890 I have been a fan of Greenbackd since the beginning. I am excited about your new direction, although I am not tired of Net Nets, myself, I can understand wanting to expand the discourse. I am particularly interested in your last paragraph. I agree that Value Investing seems to have entered an almost fossilization of ideas. But really there must be new ideas within the construct that you want a margin of safety in your investments. It seems how one defines that will increasingly change in the coming “new normal” years.

]]> By: ron http://greenbackd.com/2010/01/12/the-new-world/#comment-2889 Tue, 12 Jan 2010 07:04:54 +0000 http://greenbackd.com/?p=3298#comment-2889 Montier has also just written the book Value Investing in which he further discusses the simple Graham formula. I have often wondered why many people say how brilliant he was and how good his criterion was and yet so few people seem to follow it. Further Greenblats formula investing criteria is a pretty simple method. Over a period of time it seems to have a good outcome if you can stick with it. I’m looking forward to seeing how you develop these themes.

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