May 22, 2018May 16, 2018Investing How to Beat the Market, Factor 3: Buy Small Cap Value, Not the Big “Glamour” Stocks For the third factor in this series, I wanted to highlight two of the most “classical” factors for classifying and selecting stocks: […]
May 21, 2018May 16, 2018Investing How to Beat the Market, Factor 2: Buyback Yield and Total Shareholder Return Buyback yield is one of the top factors I look for in stocks of companies I buy.Β Buyback yield can be thought […]
May 16, 2018Investing How to Beat the Market, Factor 1: Following Insider Buying It goes without saying that listed company insiders know more about what is going on within a company and what its near-term […]
May 16, 2018May 8, 2019Investing PFIC: How Non-US Mutual Funds are a 4-letter word to Americans Overseas Many Americans living outside the US have visited their local bank to be told that they are not allowed to purchase investment […]
May 15, 2018May 16, 2018Investing In Hong Kong, Small Caps Broadly Underperformed Large Caps 2000-2018 Hong Kong small caps are of particular interest to me because I live and work in Hong Kong as a professional investor […]
April 14, 2018Books When Foreign Government Bonds (Sovereign) also give “buy low, sell high” opportunities One of my favorite books is Ben Graham’s “The Intelligent Investor”. This page from the fourth revised edition (1973) gives a short […]
March 26, 2018Retirement US IRA Deadlines for 2018 Spring is here, Easter is this weekend, and April starts next week, which for Americans may all serve as reminders of the […]
March 7, 2018March 6, 2018Investing, Web finds Warren Buffett: Just looking at prices is gambling, not investing Both the rise in cryptocurrencies and the volatility of stock and bond prices last month have led to many questions about whether […]
March 6, 2018March 4, 2018Investing Investing in Property vs Investing in Stocks: the BIS Data on 10 Countries’ Residential Real Estate Markets Last month I posted a chart on how stock prices rose 7x more than house prices over the 20th century, which although […]
March 5, 2018March 5, 2018Investing Be greedy when others are fearful: Facebook reminder of the chance to buy Citigroup at $1.16 Facebook memories rarely remind me as dramatically as this one what opportunities to multiply money can look like.Β This was a clear […]