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Observing the market

“I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” – Charlie Munger

Organizational alpha: Investment Committees

At money management firms, the investment decision making process is one of the crucial elements. While the investment process/philosophy itself often gets lots of attention, the investment committee making the investment decisions does not always get the same level of scrutiny. Being... Continue Reading →

It doesn’t make sense

This morning, I was listening to a recent podcast of Tim Ferris (Becoming the best version of you). I didn't really expect to get specific investment wisdom out of it. Around minute 27 however, Adam Robinson starts answering the question... Continue Reading →

There is no cash on the sidelines

In this first brief writing I would like to refer to the top 10 peeves from Cliff Asness (AQR library). All ten are good ones, but I especially like 5c: Every time someone says, “There is a lot of cash on... Continue Reading →

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