Category Archives: Uncategorized

Vitaliy Katsenelson’s Blog

Posted on January 29, 2011 by Ray Galkowski, CFA

I have just added VK’s Contrarian Edge to the blogroll. VK has strong opinions, but backed up with many facts. He has an interesting tid bit in today’s post: China consumes two-thirds of the world’s production of iron ore. Given the … Continue reading →

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Netflix’s Quarterly Results

Posted on January 26, 2011 by Ray Galkowski, CFA

Netflix (NASD: NFLX) reported quarterly earnings after the bell today. Here is Martin Peers’ “Heard on the Street” column (I or one of my investment vehicles may be short NFLX): Screening Netflix’s Numbers  A DOW JONES COLUMN  Netflix Inc. (NFLX) signaled … Continue reading →

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Does Your Mutual Fund Manager (or Broker) Have Skin in the Game?

Posted on January 18, 2011 by Ray Galkowski, CFA

Good article in today’s Wall Street Journal. I could not agree with it any more (subscription Required to read the whole thing): FUND TRACK JANUARY 18, 2011 Look for Money Managers With Skin in the Game By CHUCK JAFFE There … Continue reading →

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A Wise Fool.com Article

Posted on January 16, 2011 by Ray Galkowski, CFA

I found wisdom worthy enough to teach my children in this fool.com article: What Everyone Ought to Know, but Doesn’t By Buck Hartzell | More Articles January 7, 2011 | Comments (24) In honor of the brand new year, I’ve … Continue reading →

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Aswath Damodaran on Herding Behavior

Posted on January 16, 2011 by Ray Galkowski, CFA

I have read Aswath’s blog a few times and I am adding it to our blogroll today. He is a professor of finance at NYU’s Stern School of Business and has spoken at CFA Institute conferences. His comments on last … Continue reading →

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Quote of the Day

Posted on January 14, 2011 by Ray Galkowski, CFA

I had a good laugh at this quote found at Graham and Doddsville (see link to the right): Isn’t it funny when you walk into a(n) investment firm, and you see all of the financial advisors watching CNBC — that … Continue reading →

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Invert, Always Invert

Posted on January 9, 2011 by Ray Galkowski, CFA

Update 6/26/2020: Welcome to the readers of Ozan Varol’s book, Think Like a Rocket Scientist. I don’t know Ozal, but he referenced a blogpost of mine from 2011 in his footnotes for chapter 5 (footnote 47). Thank you Ozal. https://www.amazon.com/gp/product/1541762592/ref=ox_sc_act_title_1?smid=ATVPDKIKX0DER&psc=1 … Continue reading →

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High-Priced Businesses: Jason Zweig on Facebook and the PM’s List of High-Priced Companies

Posted on January 8, 2011 by Ray Galkowski, CFA

Jason Zweig’s column in today’s Wall Street Journal is titled “Why the Fuss over Facebook Doesn’t Make It a Homerun” and it provides fodder for two posts on this blog today. This first post shows that market buzz, such as … Continue reading →

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Historical Market Returns by Year (1825 – 2010)

Posted on December 30, 2010 by Ray Galkowski, CFA

I first saw the Friess Associates and Yale University market return histogram a few years ago and found it fascinating. Barring a large collapse on the last trading day of the year tomorrow, the returns on the S&P 500 (the … Continue reading →

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Street Cred–The CFA Designation

Posted on December 20, 2010 by Ray Galkowski, CFA

I enjoyed this description of the Chartered Financial Analyst designation on CNBC today: Continue reading

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