Sports analogies often help us think about how we make investing decisions. Are there streaks in random data? Do past results affect future ones? And most importantly, if you know people have certain biases, what can you do to get a leg up? In this episode, hosts Dan Villalon and Gabe Feghali talk to AQR Principal and…
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The thing that got me thinking about this idea was a piece that flashed briefly across one of my aggregators about which was better Coke (KO) or Pepsi (PEP) and I dont mean in the ways of the old Pepsi challenge that some of us would remember. To be honest I didn’t pay it much…
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Anyone who knows me will tell you that I’m not a risk-taker. I don’t believe in hedging bets or property hot-spotting, and I’m not a gambler or adrenalin-junkie. However, I do know how to identify a good opportunity and seize it when one comes my way. I also know a lemon when I see one,…
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