Tag Archives: Jason Zweig

My Risk Literacy Test Results (w/ Link)

Posted on February 5, 2012 by Ray Galkowski, CFA

At the prompting of the Wall Street Journal’s Jason Zweig through a LinkedIn update, I decided to take a risk literacy test that he discovered. I am proud of my results because I take pride in my risk management skills … Continue reading →

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Jason Zweig’s New Column on Facebook’s Valuation

Posted on February 4, 2012 by Ray Galkowski, CFA

The WSJ published today another excellent Intelligent Investor column by Jason Zweig. Today’s piece was on the lure of high-growth, publicly-traded companies (“Glamour Stocks” as Lakonishok, et al. described them) and the probable investor disappointment with Glamour Stocks’ returns. Today’s … Continue reading →

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Ron Paul’s Portfolio: “A Cellar-Full of Canned Goods and 9mm Rounds…”

Posted on December 27, 2011 by Ray Galkowski, CFA

At least that is what William Bernstein thinks (H/T: Greg Mankiw): At our request, William Bernstein, an investment manager at Efficient Portfolio Advisors in Eastford, Conn., reviewed Rep. Paul’s portfolio as set out in the annual disclosure statement. Mr. Bernstein … Continue reading →

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Just What is Seth Klarman up to? It May not be What Optimists Believe

Posted on October 19, 2011 by Ray Galkowski, CFA

Apparently, Seth Klarman is in the market for capital. This is always news because Klarman has a reputation for shunning capital from new investors and frequently returning excess capital to existing investors. However, the author of the attached story has … Continue reading →

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The Investing World’s Reaction to Buffett’s Hiring of Richard “Ted” Weschler

Posted on September 14, 2011 by Ray Galkowski, CFA

I am surprised at the reaction among investors and the media over Buffett’s selection of Ted Weschler as one of his portfolio management successors, but I suppose I should be used to it by now. The general reaction has been: … Continue reading →

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Howard Marks on Risk (in Jason Zweig’s 2/12 Intelligent Investor Column) and Montier on the Risk and Return Characteristics of Value vs. Growth Companies

Posted on February 15, 2011 by Ray Galkowski, CFA

Howard Marks had been writing outstanding letters to his investors for years. I have read almost every one of his letters since and found that they are filled with fantastic investing common sense. Howard Marks has also been delivering great … 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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Why Investors Herd: Jason Zweig’s Latest The Intelligent Investor Column in the WSJ

Posted on November 2, 2010 by Ray Galkowski, CFA

I do not always agree with Jason Zweig’s recommendations, but we definitely share a similar investing philosophy, and I do agree with him often. The usual reason that I disagree with Jason is that he is more resigned than I … Continue reading →

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Part 1 of Excerpts of an Interview with Seth Klarman

Posted on October 16, 2010 by Ray Galkowski, CFA

The September/October 2010 edition of the Financial Analysts Journal (FAJ) includes a transcript of an interview with Seth Klarman, President and Portfolio Manager of The Baupost Group. The moderator was the Wall Street Journal’s Jason Zweig and the title of … Continue reading →

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