´´ October 2015

Monday, October 19, 2015

Value Investing And The Irrelevance of Performance Consistency

The fund industry and institutional investors have long marketed the myth of performance consistency to the public. They are obsessed with the idea that great investors can always earn higher returns than the market, best on a daily basis and with low short-term volatility.

Thursday, October 15, 2015

Value Investing And The Importance of Dividends

Academics and the investment community have long argued for and against the value of dividend policy and its effects on the share prices. Apparently, like with the mood swings regarding specific stocks or sectors on the stockmarket, so does the majority view regarding the importance of dividends change frequently and abruptly.

Friday, October 9, 2015

Shareholder Activism in Japan: Ready To Rumble Corporate Japan?


Shareholder activism in Japan is seeing a little renaissance. The Japanese activist Investor Yoshiaki Murakami is a familiar player who was very present between 2000 and 2006. His approach to activism is rather hostile. 

Wednesday, October 7, 2015

The 5 Questions Uncovering The Anosognosia of Everyday Life

 

 

"Knowledge is knowing that tomato is a fruit. But wisdom is knowing not to put it in a fruit salad. " (Brian O' Driscoll)