Tag: Investing

Investing Wisdom series 4: Checklist for shorting stocks [7 mins]

September 8, 2018

Quick checklist from the book ‘The Art of Short Selling’ written by Kathryn F.Staley. One of the masterpieces on the art of short selling. A checklist for shorting stocks: Analyse the financial statements Fuzzy assets, inventories, receivables Proxy statements Cash flow is the King! Greed and Sleaze Management pay scheme Proxy statements  Options awarded to … More Investing Wisdom series 4: Checklist for shorting stocks [7 mins]

Which style of investing has performed best – 22 years

April 21, 2018

Not sure about the data (refer chart above) but it looks counterintuitive to me when I look at Value investing vs Momentum or Junk based investing chart. Value Investing has given worst returns? If Morgan Stanley’s data is correct then why do we have legends of Value Investing Like Buffett, Seth Klarman (to name a … More Which style of investing has performed best – 22 years

Micheal Mauboussin’s 10 attributes of great Fundamental Investors

March 31, 2018

Michael was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael originally joined CS in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999. He is a former president of the Consumer Analyst Group of New York and was … More Micheal Mauboussin’s 10 attributes of great Fundamental Investors