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Second-level thinking on Australian banks
Roger Montgomery
February 2, 2017
In September 2015, Howard Marks wrote a memo entitled, ‘It’s Not Easy’, a reflection on Charlie Munger’s famous aphorism about investing, “It’s not supposed to be easy. Anyone who finds it easy is stupid.” The memo reflected upon the requirement for second level thinking in order to be a successful investor. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services.
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When is quality ever cheap?
Roger Montgomery
January 31, 2017
All investing is value investing. If price is what you pay, value is what you receive. Your job as an investor this year — and every year — is to pay a lower price than the value you get.
by Roger Montgomery Posted in Companies.
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Can a machine read company announcements?
Tim Kelley
January 31, 2017
Regular readers will know that our investment process takes advantage of quantitative analysis to identify potentially interesting investment opportunities. To do this analysis, we “train” a computer model to distinguish between strong and weak investment candidates using historical data, and then apply the resulting model to try to try to identify tomorrow’s successful investments. Continue…
by Tim Kelley Posted in Investing Education.
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Are small and mid-cap stocks good value?
Roger Montgomery
January 27, 2017
Let me start by making something clear. The best returns will not come from the large-cap blue chips that so many baby boomers are invested in. They are likely to come from the stocks that have been beaten up the most in recent months.
Continue…by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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Is the extraordinary bond market rally about to end?
David Buckland
January 25, 2017
The 36-year bond bull market is stretched and set for a serious nose dive, says Harvard University researcher, Paul Schmelzing. Schmelzing says global inflation could trigger large losses on bond holdings, subpar growth in developed markets, and balance sheet risks for banks. Continue…
by David Buckland Posted in Economics, Market commentary.
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- POSTED IN Economics, Market commentary.
