Due Diligence Disasters

I have always been surprised at the claims by stock analyst/fundamental analysts that they are intimately familiar with the workings of a given organisation and that this familiarity somehow translates into a perception of where price is going. Within the world of the corporate buyout the analyst is king and has enormous resources at their…

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Stillness Revisited

Within the current mentor group we have been having a bit of a discussion regarding the desperate need for activity that drives many (most) traders . As such I thought it was revisiting this concept on the blog. Traditionally Westerners equate activity with productive effort, as such the more noise and the more fuss you…

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Women Make Better Decisions Than Men

Mar. 25, 2013 — Women’s abilities to make fair decisions when competing interests are at stake make them better corporate leaders, researchers have found. A survey of more than 600 board directors showed that women are more likely to consider the rights of others and to take a cooperative approach to decision-making. This approach translates…

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Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

This is quite an interesting video from a group known as Sensibleinvesting.tv. I do agree with its overall thrust – fund managers of all ilks do a rubbish job for the extraordinary amount of money they rip off investors. They do such an ordinary job because they cling to ideas that simply no longer have…

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Ten Minutes With Tate – All Time Highs, Dividends And Other Nonsense