New York Times

Does the Magic Formula Really Work?

(via www.oldschoolvalue.com)

Magic. That’s what you need to beat the market and that’s what the Magic Formula is supposed to do. As a result of brilliant marketing, promotion and becoming a New York Times bestseller in 2005, Joel Greenblatt has turned the Magic Formula into a key strategy for many in the value...

Sorted Weekly Tweets

(via alephblog.com)

I think one of the largest areas for practical investigation in finance is reviewing dollar-weighted versus time weighted returns, especially for vehicles that are traded heavily.  I am going to try to analyze one major ETF per month to see what the level of slippage is due to trading. But if my...

Sardar Biglari: An Aggressive Buffett

(via www.frankvoisin.com)

Another awesome time lapse of my current home town (with some neat tilt-shift effects too!). Feed subscribers may have to come to the site to view this.
If it isn’t on your list of places to...

Advertisement:

Krugman’s Missed Call; Europe/China/Japan; Sideways Markets; Profit Margins; Microsoft

(via www.valuewalk.com)

 By Vitaly Katsenelson CFA, author of The Little Book of Sideways Markets, Active Value Investing and Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm...

Advertisement:

Joel Greenblatt on “The Big Secret for Value Investors”

(via www.valuewalk.com)

Note to readers: I am writing all these posts very informally. I have found that readers like this the best, and it enables me to take the most notes possible and get them up in real time. I will be...

GOP Claims Warren Buffett Disagrees with Obama's 'Buffett Rule'

(via www.cnbc.com)

Republicans claim that in his CNBC interview this morning, Warren Buffett disavowed the Obama tax proposal that's bears his name.

Warren Buffett: Newly Hired Money Managers Not Bothered By Higher Tax Rate

(via www.cnbc.com)

Warren Buffett says the two new money managers he hired will be paying taxes at a much higher rate now that they'll be getting a salary from Berkshire Hathaway, but they're not bothered "one bit."

Full Text and Video: Robert Shiller Interview with Consuelo Mack

(via www.valuewalk.com)

CONSUELO MACK: This week on WealthTrack, Financial Thought Leader Robert Shiller forecast the bursting of the tech and housing bubbles. As he tracks the behavior of consumers, home prices, and...

Wall Street Bailout: Too Big To Collect?

(via www.valuewalk.com)

By EconMatters
In light of the recent S&P downgrade of the U.S. sovereign credit rating, the nation suddenly looks more dire financially than before the downgrade (at least psychologically, as...

Buffett's Renewed 'Tax the Super-Rich' Call Ignites Strong Debate

(via www.cnbc.com)

Warren Buffett has said, almost yelled, 'Tax the Super-Rich!' many times over the past few years.  But his latest New York Times op-ed headlined Stop Coddling the Super-Rich appears to have hit a "nerve," as Reuters puts it, with Washington gearing up for another debate on how to cut the nation's deficit.  It's getting a strong reaction on the campaign trail and elsewhere.

NYTimes: Tech Stocks to provide safe haven? ($INTC, $AAPL, $GOOG)

(via www.frankvoisin.com)

A New York Times article points out the many opportunities being found in large cap tech stocks:
By contrast, tech stocks are significantly less frothy than they’ve been in years. Historically,...

Social Activism, Wall Street Style

(via www.frankvoisin.com)

Activist investing was one the provenance of hedge funds, but this is beginning to change. Over the last two years, the growth of social media has enabled smaller investors to reach out and...