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feynmanresearch

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  1. We are conducting an interview with Tobias Carlisle, author of Deep Value and co-author of Quantitative value. Tobias has conducted other interviews, so we are looking for whatever insightful and unique questions you guys might have.
  2. https://www.cfachicago.org/apps/eve_detail.asp?eve_ID=1037 It's on Tuesday, January 26th
  3. Hmm,I do not know the exact answer to that question, but a reasonable assumption would be that most investors are being taught income metrics at school, and a lot of value investors have read countless books who have touted the effectiveness of such metrics.In a sense, once you go past a certain point in time, concepts like the effectiveness of income type metrics become the standard for investors to use, almost reflexively and without much afterthought. Similar to how efficient market theory had and still has many adherents, despite being hogwash.It's like that saying"say it loud enough and often,and people will believe it to be the truth". That's my $0.02.Would love to hear your take on it.
  4. http://feynmanresearch.com/2016/01/12/brian-grosso-episode/
  5. http://feynmanresearch.com/2016/01/18/evebit-the-most-underrated-price-ratio/
  6. Full presentation here:http://www.valuewalk.com/2016/01/mohnish-pabrai-boston-college-carroll-school-of-management-presentation-december-3-2015/
  7. Our investing process:http://feynmanresearch.com/philosophy/
  8. Here's their annual letter for 2015:http://www.mediafire.com/view/2sf2k2b5ya68akk/T11_-_2015_Annual_Letter.pdf
  9. Is anyone familiar with T11 Capital Management? They have posted insane returns over the past 5 years
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