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Ideastorm #6
Total shareholder returns, optimal rebalancing strategy, cost of stock picking, and more...
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Market Sentiment
Shannon's Demon
The most important investing idea you've never heard of
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Market Sentiment
1
Ideastorm #5
Behavioral biases, a new way to index, Shannon's demon, and more...
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Market Sentiment
2
International Diversification
Importance of investing outside your home market.
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Market Sentiment
The problem with averages
Kelly Criterion and Portfolio Allocation
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Market Sentiment
Ideastorm #4
Kelly criterion, Concentrated stock positions, Day trading, and more.
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Market Sentiment
2
October 2023
How safe are stocks in the long run?
Evaluating data from 39 developed countries over 150+ years
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Market Sentiment
8
Corporate Insider Trading
All animals are equal, but some are more equal than others.
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Market Sentiment
Ideastorm #3
Corporate insider trading, long-term U.S. stock market returns, and more.
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Market Sentiment
Investing in moats
Do economic moats convert to excess shareholder value?
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Market Sentiment
Ideastorm #2
Consumer sentiment, moats, active vs. passive debate, and more.
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Market Sentiment
2
Can past performance predict the future outperformance of Mutual Funds?
Here's what happens if you invest in the top 10% mutual funds based on their past year's performance
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Market Sentiment
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