Tag Archives: investing

@isomorphisms: Best not be too happy with your salary. That makes it hard to bargain for more. If the past is any guide to the future, then at some point the past will stop being a good guide to the … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , | Leave a comment

Smart Risks

One misconception I got from the academic theory of finance is that risk and reward go together. You take on more risk, you get more reward. This is formalised in CAPM theory as a higher expected return associated with a … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

Gauging the frothiness of the webby/techy/san-fran VC market. Source: Mark Suster. Propagated via one of tumblr’s owners, who added: Based on the NVCA statistics on the venture capital industry, there are [approximately] 1,000 early stage financings every year…. And somewhere … Continue reading

Image | Posted on by | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

In total, our entire string of operating companies spent $8.2 billion for property, plant and equipment in 2011, smashing our previous record by more than $2 billion. About 95% of these outlays were made in the U.S., a fact that … Continue reading

Quote | Posted on by | Tagged , , , , , , , | Leave a comment

With the the increasing availability of complicated alternative investment strategies to both retail and institutional investors, and the broad availability of financial data, an engaging debate about performance analysis and evaluation is as important as ever. There won’t be one … Continue reading

Quote | Posted on by | Tagged , , , , , , , , , , , | Leave a comment

[T]he firms that leaned most heavily on lobbyists have outperformed the S&P 500 by a whopping 11 percent per year since 2002. —Brad Plumer report by Strategas;┬áchart appears both in wapo.st and econ.st (Source: http://www.washingtonpost.com/blogs/ezra-klein/post/the-outsized-returns-from-lobbying/2011/10/10/gIQADSNEaL_blog.html)

Image | Posted on by | Tagged , , , , , , , , , , , , , , , , | Leave a comment

CAPM assumes a positive correlation between risk and reward. The exact opposite is true with value investing. If you buy a dollar bill for 60 cents, it’s riskier than if you buy a dollar bill for 40 cents, but the … Continue reading

Quote | Posted on by | Tagged , , , , , , , , , , , , , , , | Leave a comment