Michael Mauboussin appeared Friday on Consuelo Mack’s WealthTrack to discuss several of the ideas in his excellent book, Think Twice. Particularly compelling is his story about Triple Crown prospect Big Brown and the advantage of the “outside view” – the statistical one – over the “inside view” – the specific, anecdotal one (excerpted from the book): June 7, 2008 was a [...]
Archive for June, 2011
Michael Mauboussin on WealthTrack
Posted in About, Behavioral economics, Contrarian investment, Value Investment, tagged Behavioral investing, Michael Mauboussin, Value investing on June 28, 2011 | 3 Comments »
An examination of the “Profit and Value” strategy
Posted in About, Quantitative investment, Stocks, tagged Book value, Joel Greenblatt, Magic Formula, Quant Investing on June 21, 2011 | 25 Comments »
The excellent Empirical Finance Blog has a superb series of posts on an investment strategy called “Profit and Value” (How “Magic” is the Magic Formula? and The Other Side of Value), which Wes describes as the “academic version” of Joel Greenblatt’s “Magic Formula.” (Incidentally, Greenblatt is speaking at the New York Value Investors Congress in October [...]
Greenblatt, Ackman and Chanos to present at the New York Value Investing Congress
Posted in Stocks on June 21, 2011 | 1 Comment »
The New York Value Investing Congress on October 17th and 18th this year has an unusually strong line-up. Joel Greenblatt, Bill Ackman, or James Chanos alone are worth the price of admission, but as-yet-unheralded investors like Michael Kao and Guy Gottfried will also likely impress as they did in Pasadena. Discount: Register by June 29, 2011 [...]
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