The Fact(or)s of the Matter Apr23

Posted by & filed under Investing.

Like many folks these days, I rely on the interwebs to discover how to do certain things. Change the battery in my home alarm system? YouTube. Learn how to create a smokey eye? Instagram. Grill a turkey for Thanksgiving dinner? Jimmy-D’s Thanksgiving Turkey BBQ 2010

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Looking Ahead from April 2019 – Big Picture Themes Apr4

Posted by & filed under Investing.

Reinvention is typically comprised of multiple strategic initiatives, often requiring investment that results in short-term profit pressure. Moreover, there is some level of execution risk, and the changes typically require new talent/skillsets. And, there is always concern about a loss of focus on the base business. Given that each initiative is new, it is often challenging to quantify success early on and the timing of returns. Yet, it is essential to implement change or risk irrelevancy

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White Paper: Quantitative Hedge Fund Analysis and the Infinite Monkey Theorem Mar14

Posted by & filed under Hedge Fund Performance, Investing, White Papers/ Thought Pieces.

Some have asserted that monkeys with typewriters, given enough time, could replicate Shakespeare. Don’t take the wager. While other financial denizens sarcastically note that given enough time there will be a few successes out of all the active money managers, building on the concept that even a blind pig will occasionally find a peanut. Alternatively, our goal in the white paper is to more reliably accelerate an investor’s search for sound and safe hedge fund and niche investments

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Hunting not Gathering Investments Feb21

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When considering various individual investments (long or short) for your portfolio, one should go hunting, not gathering. Gathering is passively purchasing securities, fairly immediately, when one learns about them (from a friend, magazine article, online research report, brand affinity, etc.); and perhaps even adding to these investments incrementally over a duration of time; or when disposable income allows for further purchases

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Leisure and Entertainment – A More Entertaining Investment Idea Feb20

Posted by & filed under Entertainment, Investing.

As societies continually modernize over time, the world is steadily becoming more advanced and connected. The expanding global middle class has increased resources, opportunities and the desire to travel and enjoy leisure activities. Improvements in health and life expectancy enable increased mobility and the capacity to participate. This trend has been evidenced by the relentless growth of cruising, casinos, theme parks and sporting events, and is truly an enduring global phenomenon. It is a movement that can continue unabated for many years to come

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