I'll be commenting periodically on portfolio holdings and specific positions on this blog, along with continued discussion of investment theory. (basehitinvesting.com)
When saving, we don't care about investment theory; we care about the result. (investorjunkie.com)
Investment theory suggests that firms that retain more of their earnings, and thus have low payout ratios, should grow faster than firms that pay out more in dividends. (moneysense.ca)