The fund industry and institutional investors have long marketed the myth of performance consistency to the public. They are obsessed with the idea that great investors can always earn higher returns than the market, best on a daily basis and with low short-term volatility.
Monday, October 19, 2015
Sunday, October 18, 2015
Links of Interest
General Ignorance - John Lloyd
An Inventory of the Invisible - John Lloyd
How Not to Be Ignorant about The World - Hans and Ola Rosling
The Pursuit of Ignorance - Stuart Firestine
An Inventory of the Invisible - John Lloyd
How Not to Be Ignorant about The World - Hans and Ola Rosling
The Pursuit of Ignorance - Stuart Firestine
Thursday, October 15, 2015
Value Investing And The Importance of Dividends
Academics and the investment community have long argued for and against
the value of dividend policy and its effects on the share prices.
Apparently, like with the mood swings regarding specific stocks or
sectors on the stockmarket, so does the majority view regarding the
importance of dividends change frequently and abruptly.
Friday, October 9, 2015
Shareholder Activism in Japan: Ready To Rumble Corporate Japan?
Shareholder activism in Japan is seeing a little renaissance. The Japanese activist Investor Yoshiaki Murakami is a familiar player who was very present between 2000 and 2006. His approach to activism is rather hostile.