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 [...]
Posts Tagged ‘Behavioral investing’
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 »
Counterintuitive strategies for hedge fund holdings
Posted in Behavioral economics, Stocks, tagged Behavioral investing on August 24, 2010 | Leave a Comment »
Zero Hedge has a great post on the quarterly Goldman Hedge Fund Trend Monitor. The most interesting aspect of the piece is the relative performance of stocks with the highest concentration of hedge fund holders against the performance of stocks with the lowest concentration of hedge fund holders: We define “concentration” as the share of [...]
One for the annals of behavioral finance
Posted in About, Behavioral economics, Value Investment, tagged Behavioral investing, Value investing on April 23, 2010 | 1 Comment »
Oh dear (Daily Reckoning via Guru Focus): 04/21/10 Gaithersburg, Maryland – Ken Heebner’s CGM Focus Fund was the best US stock fund of the past decade. It rose 18% a year, beating its nearest rival by more than three percentage points. Yet according to research by Morningstar, the typical investor in the fund lost 11% [...]
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