Contributor since: 2014
Company: Valuewalk
Latest Articles
It's A Mistake To Try To Identify Stock Bubbles
Blue Tower Asset Management Q3 2018 Commentary: Enova
Vilas Fund Up 55% In Q3; 3Q18 Letter: A Bull Market In Bearish Forecasts
Buy-And-Hold Is Dangerous
DoubleLine Global Bond Webcast Slides: Navigating Global Cross Currents; The Rise Of Populism In The Developed World
Forge First Funds September 2018 Letter: Gains On Weed Short Positions
Global Quality Edge Fund Q2 '18 Commentary - Detecting Red Flags (Analysis)
Buy-And-Holders Are Satisfied With Their Strategy Because They Don't Adjust Their Portfolio Statement Numbers For The Effect Of Valuations
Black Bear Value Fund August Commentary - Gains On Credit Shorts
Trapeze Asset Management Q2 2018 Letter: The Quality Quandary
Global Allocation Fund August 2018 Commentary - 'Value Funds' Are Collapsing As S&P FCF Hits 35X
If Return Predictions Don't Work, Shiller's Research Has No Practical Value
The Only Problem With Valuation-Informed Indexing Is That It Makes Buy-And-Hold Look Bad
Shiller's Research Discredited Fama's Research
Thoughts On Value Investing: The Fallacies Of Perception
It Doesn't Matter All That Much How Long It Takes For Return Predictions To Work
Larry Fink On Long-Term Value And Differentiated Data
Forge First Asset Management July 2018 Commentary - Long Parkland Fuel Corp.
Sandon Capital Activist Fund July 2018 Commentary
Madera ONE Returns 104% YTD: The Data Explosion Comes To Europe
Alpine Capital Research 2Q18 Commentary - The 'B' Word
McIntyre Partnerships Q2 Letter: Long Spirit MTA REIT
Irrational Exuberance Is A Pervasive Phenomenon
Starvine Capital Corporation Q2 '18 - Is This The Perfect Contra-Indicator?
Dan Loeb Q2 2018 Full Letter - Long Paypal
Blue Tower Asset Management Q2 '18 Commentary Long Sberbank
Logos Capital Q2: Long Industrial Alliance
Farnam Street July 2018 Client Letter - Is The World Really Getting Better?
Shiller's Ideas About Stock Investing Haven't Caught On Because They Represent Too Big An Advance
If Shiller Is Right, Today's Investors Should Be Highly Emotional
Black Bear Value Partners Q2 Letter - ABX Shorts And Long Ideas + Changing Your Mind And Bayesian Inference
Forge First Asset Management June 2018 Commentary - Long Time Short, CI Financial, Comes Under Pressure