- The Investing Obsession
Looking back in retrospect the idea of investing was quite alluring, I mean who wouldn't want to take a pile of money and make it larger. However, having embraced the culture to understand true fundamental analysis (note not speculating) I'm ...
Forum topic - pktkid10 - Sep 6 2014 - 9:34am
- Fundamental L/S Equity Internship Advice [How to get a FT offer?]
I will be in interning at a fundamental l/s equity fund this summer. My background is 2 years investment banking, 3 years private equity, 1 year of business school completed thus far. Aside from the work hard, ask questions, etc. WHAT ARE THE SMALL THINGS ...
Forum topic - redrover - May 6 2014 - 3:12pm - 13 comments
- Stock-based Employee Compensation: Value and Pricing Effects
In my last post on Twitter, I argued that the firm's claim that it actually made money in the last quarter of 2013 was fiction. That may sound like an exaggeration, since the company is transparent about the adjustments that it made to get to its ...
Blog entry - Aswath Damodaran - Feb 21 2014 - 6:00pm - 4 comments
- How to Become a Better Investor
I love to run. I enjoy being outside, and pushing myself both physically and mentally. Running fills both of those needs. I'd like to become a better runner by increasing my endurance, and decreasing my times. The only way for me to achieve these ...
Forum topic - Oddball Stocks - Feb 5 2014 - 12:21am - 4 comments
- The MOOC stumble: Lessons from Napster and the Music Business!
I have been a long time proponent of online education and have been offering webcasts of my classes since 2001. However, I was a little skeptical about the news stories that appeared a couple of years ago about Massive Open Online Courses (MOOCs) being the ...
Blog entry - Aswath Damodaran - Jan 30 2014 - 12:00pm - 2 comments
- Macro vs. Value Investing
Want to hear your opinions on macro investing versus value investing, the two completely different strategies. Any insight on the industry trend? ...
Forum topic - spark - Nov 8 2013 - 4:45am - 16 comments
- A Banking Primer
Value investors come in two types, the ones who will look at financials, and the ones who won't. If banking is your forte I would encourage you to read the paragraph on my approach then come back for my next post. If banking is intimidating or ...
Forum topic - Oddball Stocks - Aug 20 2013 - 3:51am - 20 comments
- Warren Buffett- The Greatest Investor Ever?
Recently, after posting a gain of over $20bn (14%), Buffett called his performance for the year "disappointing". He has one of the greatest track records in history and an approach that is dictated by fundamental value investing. Admittedly a lot ...
Blog entry - Asatar - Mar 6 2013 - 8:45pm - 29 comments
- Investment Mix
There are mixed reviews on this so I’m curious as to the opinions on this forum for ideal asset mix to achieve the best possible long term rate of return. As an example, let’s take an investor who is 30 years old, does not plan to retire for at least 25 ...
Forum topic - Industry84 - Oct 26 2013 - 10:45am - 1 comment
- Value vs. Deep Value
On HedgeTracker, some funds are classified as "value" and others are "deep value." Are there any hard differentiators between a value and deep value play (or is it largely subjective)? Much thanks. ...
Forum topic - GreenwichForLife - Aug 12 2013 - 6:56pm - 3 comments