“In the end, what counts is buying a good business at a decent price, and then forgetting about it for a long, long, long time.” – Warren Buffett Q2 2020... Read More

Global markets rallied strongly after Chinese President Xi Jinping appears to have taken the first step in backing away from a trade war with the U.S., promising to cut... Read More

Research into the momentum factor continues to demonstrate its persistence and pervasiveness, including across factors. Recent papers have focused on trying to identify ways to improve the explanatory power... Read More

In their latest quarterly shareholder letter, The Delafield Fund (DEFIX) portfolio managers J. Dennis Delafield and Vincent Sellechia discuss the domestic economic landscape and drill down on specific equity... Read More

The Psychology Of Human Misjudgment Part IV by Sanjay Bakshi, via Slide Share Bias # 5: Social Proof Which line on the right do you think is the same size as... Read More

There is a growing trend in the hedge fund community that solves a problem be-deviling many fund managers. Hedge funds typically perform in cycles. At times a hedge fund manager... Read More

Power Corrupts. PowerPoint Corrupts Absolutely. - Edward Tufte, Yale Professor Emeritus Q2 hedge fund letters, conference, scoops etc Data visualization sits at the intersection of science and art. Having all the... Read More

In his great investing book, The Art of Speculation, Philip Carret provided some great insights into why investors should avoid stock tips, saying: Q3 2019 hedge fund letters, conferences and... Read More

Peter Lynch chat on Prodigy transcripts 02/05/1996 by Redfield, Blonsky & Co. Moderator (Speaker) Welcome to our special Guest Spotlight chat with mutual fund superstar and author of the best-sellers, "Beating... Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences... Read More