The Stingy News Weekly (04/10/2016)
New from StingyInvestor
A flock of value investors
"A flock of value investors from across North America will land in Toronto this week to hear what Prem Watsa, the CEO of Fairfax Financial, has to say at his firm's annual meeting. But they should think about one of the company's investments on their way there." [$]
Don't sweat the details
"Many investors fret about the small details when it comes to how to divvy up their equity asset allocations. But some wildly different allocations haven't mattered much to returns over the long haul."
"But just because we now know that something happened doesn.t imply that we could have known it was going to happen at the time, even in principle, because at the time, it wasn.t necessarily going to happen at all." [Behaviour]
Jason Zweig talks at Google
"Jason Zweig will discuss his latest book, The Devil's Financial Dictionary, and how he went about distilling everything he had learned in almost three decades as an investing journalist into definitions of Wall Street terms that are, in many cases, only a few words long." [Zweig]
Alpha or assets
"With fees lower across the board, scale becomes a more important consideration for asset managers when deciding what strategies to offer the investing public. When fees fall, assets need to rise. For assets to rise across a business, the strategies offered need to be able to accommodate more invested money." [Value Investing]
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