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2007-12-21
If you want to go through life like a one legged man in an ass-kicking contest, why be my guest. But if you want to succeed, like a strong man with two legs, you have to pick up these tricks,...
2007-11-26
  Someone will callSomething will fallAnd smash on the floorWithout reading the textKnow what comes nextSeen it beforeAnd it's painfulThings must changeWe must rearrange them   Or we...
2007-11-15
The Economist (Keeping Shareholders in Their Place) recently outlined the complaint made by shareholders that, increasingly, they have been stripped of their ability to 'be active'. I find...
2007-10-29
In 1976 the Financial Analysts Journal published an interview with Benjamin Graham, the father of value investing. The interview, reproduced below, is rich in illustrations, arguments and...
2007-10-11
Historically, equities constitute the top performing global asset class. However, the available evidence shows that most active investors are unable to achieve similar returns. To the contrary, a...
2007-10-08
I have two children, a daughter, Sydney-Bo who will be five on her next birthday, and a baby boy, Saxon, who recently turned one. I consider fatherhood to be the most rewarding investment I have ever...
2007-09-28
If you are looking for an equity fund manager that is capable of producing sustained, market-beating portfolio performance, you might be wasting your time. The roots of this argument can be traced...
2007-09-11
From the two-decimal-place worlds of economics and finance we know that forecasting is a relatively futile exercise. As pointed out by John Greenwald in The Forecasters Flunk The poor forecasting...
2007-09-07
In his daily column, Street Dogs, Michel Pireu (www.businessday.co.za) tells the story of David Dreman's "two rooms". "In his book, Contrarian Investment Strategies in the Next...
2007-09-03
The recent market volatility has produced rich opportunity for investors. Whilst many panicked, those investors who were able to see through the hystreria employed market volatility to build...

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