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- PBS's Your Mind and Your Money
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- The Best of Value Investing (Youtube Video Series)
- The Brandes Institute
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- Whitney Tilson's Value Investing Website
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- The Adam Smith Institute
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Tag Archives: Jason Zweig
Profoundly Unpopular: Finding Bargains Among the Unloved or Unknown
Jason Zweig has produced another excellent column exposing truths that hide in plain sight. If you want to buy a dollar of free cash flow for less than one dollar, you are probably not going to find it among the … Continue reading
Is Your Adviser a Fiduciary?
Answer: Probably not, if your adviser is a broker (AKA a “Financial Consultant” or “Financial Adviser” employed by a brokerage firm). “Brokers, like those at the Toffels’ bank, are technically known as registered representatives. They are required only to recommend “suitable” investments … Continue reading
Truly Honored by Jason Zweig’s Selection of this Blog
I am truly honored to have been selected by Jason Zweig of the Wall Street Journal as one of a handful of investors that Jason thinks are “Smart People for Investors to Follow.” This Margin of Safety blog can be … Continue reading
“…the prime directive will be to ‘lose as little money as possible’.” Jason Zweig Interviews Dean LeBaron
The WSJ published another excellent The Intelligent Investor column today written by Jason Zweig. In it, Jason interviews Dean LeBaron, retired founder of Batterymarch Financial Management. “For decades, the name of the game for investors has been to make as … Continue reading
Tie Yourself to the Mast
Jason Zweig writes an excellent column on tying oneself to the mast (as in the above painting) for financial decision making when the alternative is to rely on willpower alone. Many people believe they can maneuver in choppy markets; fully … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Jason Zweig, Margin of Safety, Risk
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How Safe are the Assets that You Trusted to Your Custodian? Jason Zweig
I am a risk manager and credit analyst by training (actually, I think I was born that way), so when I created my hedge fund over three years ago, one of the first questions I asked the partner of (large, … Continue reading
Posted in Uncategorized
Tagged asset protection, Custody Law, Debt Crisis, Financial Media, Jason Zweig, Quantitative Easing, Risk
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Jason Zweig’s Intelligent Investor Column on Novy-Marx’s Quality Formula
Jason is a favorite columnist of mine in part because of his affinity to Ben Graham and value investing, and in part because he is a great guy. His Saturday column, The Intelligent Investor, named after the Graham book that … Continue reading
Jason Zweig Interviews Jean-Marie Eveillard
Jason is correct that many investors who place their capital with value investing firms will not stay with the firm long enough through multiple cycles in order to capture the value premium. Paradoxically, that is part of the reason that … Continue reading
Jason Zweig on Irving Kahn, 107 Year OId Value Investor
The former Ben Graham employee is still kicking, but has half of his money in cash. “He reads voraciously every day…especially about science.” Man after my heart. “Individual investors who avoid ‘doing things you know too little about’ still stand … Continue reading
Another Thought-Provoking Intelligent Investor Column
Jason Zweig wonders whether undisclosed skin-in-the-game is a good thing. Can disclosure alone cure a real conflict of interest? Mutual fund managers wrestle with these issues but are usually criticized for having little or no skin in the game. Hedge fund … Continue reading
Posted in Uncategorized
Tagged Conflicts of interest, Intelligent Investor, Jason Zweig
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