Category Archives: Philosophy

Notes from the Cincinnati CFA Value Investing Panel- 10/11/11

On Tuesday, October 11th, I attended a Value Investing Panel sponsored by the CFA Society of Cincinnati.  The event, moderated by Chris Meyer of the Fund Evaluation Group, featured renowned small cap investor John Rogers of Ariel Investments and James … Continue reading

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Motivation For A New Year: “Go Find The Pony”

Barry Ritholtz of the always excellent The Big Picture, writes an excellent year end post on the state of Truth, Justice, and the American Way that happens to include a great line that could sum up the general philosophy of … Continue reading

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Why another value investing blog?

Warren Buffett once wrote that investment students only needed two well-taught courses: How to Value a Business, and How to Think About Market Prices. When I read most of the “analysis” posted online I see very little understanding of those … Continue reading

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