Archive for October, 2009

• Scott Bessent on what matters in investing
  Posted by Ivanhoff on October 30th, 2009 at 7:24 pm, Comments: 0

  Recently, I was at a money manager round table dinner where everyone was talking about  ”my stocks this” and “my stocks that”. Their attitude was [...]

• Christian Siva-Jothy on Discipline
  Posted by Ivanhoff on October 27th, 2009 at 11:29 am, Comments: 0

  Generally, I can’t see more than a year ahead because things change so rapidly it’s very difficult to have a 5-to 10-year view. I have [...]

• Irrationality
  Posted by Ivanhoff on October 22nd, 2009 at 7:56 pm, Comments: 0

  In terms of valuation, no matter how cheap you think something is, it can always get cheaper. No matter how much you think something is [...]

• Skilled investment
  Posted by Ivanhoff on October 21st, 2009 at 7:46 pm, Comments: 0

  “During its 31.5 year history, Quantum provided its shareholders with an annual return in excess of 30%. An investment of $100,000 in the fund at [...]

• Having a clear mind
  Posted by Ivanhoff on October 21st, 2009 at 7:40 pm, Comments: 0

  “I was absolutely unemotional about numbers. Losses did not have an effect on me because I viewed them as purely probability-driven, which meant sometimes you [...]

• Fast moves
  Posted by Ivanhoff on October 15th, 2009 at 9:33 pm, Comments: 0

  I am starting a new sequel of posts that will look at stocks that gained/lost more than 20% in a week. Was there something common [...]

• How big moves happen
  Posted by Ivanhoff on October 13th, 2009 at 9:45 pm, Comments: 0

  All markets cycle endlessly between contraction and expansion. But congestive phases use up many more price bars than trending moves. This suggests why making money [...]

• Making things your own way
  Posted by Ivanhoff on October 13th, 2009 at 8:34 pm, Comments: 0

  It is not whether you can be a good trader, it is whether you can find the trading that is good for you. When you [...]