Sentences with phrase «contrarian investment»

The chimpanzee and the stock list In Contrarian Investment Strategies, David Dreman claims that a blindfolded, margarita drinking chimpanzee can out - compete your portfolio manager by simply throwing darts at a stock list.

The article compares his track record against other investors and discusses his contrarian investment approach and his conclusion that the «right method in investment is to put fairly large sums into enterprises one thinks one knows something about».

GREENBLATT: Well, you know, one of the reasons I read books is because my mentors really came from reading people who were kind enough to share with me their wisdom over time and that's you know people like Andrew Tobias and Benjamin Graham and even Buffet in his letters and David Dreman, you know who wrote Contrarian Investment Strategy and John Train who wrote the Money Masters and all these people really were helpful in forming and getting me involved in investing and you know I wanted to share some the things that I learned too because that's how I learned.

Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.

@Murik After reading David Dreman's book Contrarian Investment Strategies a long time ago I became VERY careful with using forecasts or estimates.

Greenwald, B., et al., Value Investing ---- required Haugen, R., The New Finance: (4th edition)---- required Greenblatt, J., You Can Be a Stock Market Genius ---- required Greenblatt, J., The Little Book That Beats the Market ---- required Cunningham, L., The Essays of Warren Buffett ---- required Hooke, J., Security Analysis on Wall Street ---- recommended O'Shaughnessy, J., What Works on Wall Street ---- recommended Dreman, D., Contrarian Investment Strategies: Next Gen. ---- recommended Graham, B., The Intelligent Investor ---- recommended Plus — selections from Graham, B., O'Glove, T., Buffett, M., and more

-LSB-...] founded by Josef Lakonishok, Andrei Schleifer, and Robert Vishny, authors of the landmark 1994 Contrarian Investment, Extrapolation, and Risk paper, which is a favorite topic of mine (for more, see the archives on LSV and quantitative -LSB-...]

-LSB-...] the names: «LSV» stands for Lakonishok, Shleifer, and Vishny, authors of the landmark Contrarian Investment, Extrapolation and Risk paper, and the «Thaler» in Fuller & Thaler is Richard H. Thaler, co-author -LSB-...]

Posted in About, Behavioral economics, Contrarian investment, Greenbackd, Net Current Asset Value, Stocks Tagged Japan 2 Comments

-LSB-...] and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny Contrarian Investment, Extrapolation and Risk (1994) and The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008) all -LSB-...]

Posted in About, Behavioral economics, Contrarian investment, Stocks, Value Investment, tagged Philip A Fisher, Value investing, Value Investment on March 18, 2010 10 Comments»

-LSB-...] and Vishny's characterization of the returns to value as contrarian returns is a small flaw in Contrarian Investment, Extrapolation and Risk.

This was one of the questions I had after reading The Brandes Institute's Value vs Glamour: A Global Phenomenon update of the Contrarian Investment, Extrapolation and Risk.

The reason for making this distinction is that I believe Lakonishok, Shleifer, and Vishny's characterization of the returns to value as contrarian returns is a small flaw in Contrarian Investment, Extrapolation and Risk.

Posted in About, Behavioral economics, Contrarian investment, Strategy, tagged Quality, Quantitative Value Book, Warren Buffett on March 4, 2013 5 Comments»

As a matter of fact, LSV originated from the founding fathers» academic desk: Contrarian Investment, Extrapolation, and Risk (updated in 2009 by The Brandeis Institute).

This paper was titled, Contrarian Investment, Extrapolation, and Risk.

This would seem to indicate that, at an aggregate level at least, mean reversion is a powerful phenomenon and a pure contrarian investment strategy relying on mean reversion should work.

Posted in About, Contrarian investment, Stocks, Value Investment, tagged Equity Risk Premium on August 11, 2010 1 Comment»

Posted in About, Behavioral economics, Contrarian investment, Quantitative investment, Strategy Tagged Apple Inc. (NASDAQ: AAPL), Quantitative Value Book 4 Comments

Posted in Behavioral economics, Catalysts, Contrarian investment, Strategy Tagged Benjamin Graham 8 Comments

Posted in About, Behavioral economics, Contrarian investment, Greenbackd, Net Current Asset Value, Stocks, tagged Japan on February 16, 2010 2 Comments»

Posted in Behavioral economics, Contrarian investment, Strategy, Value Investment Tagged Shiller PE 23 Comments

Posted in About, Austrian Economics, Behavioral economics, Contrarian investment, Strategy Tagged Jeremy Grantham, John Hussman, Warren Buffett 29 Comments

-LSB-...] and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny's Contrarian Investment, Extrapolation and Risk (1994) as updated by The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008)-LSB-...]

-LSB-...] Net Current Asset Values: A Performance Update or Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation and Risk).

-LSB-...] Contrarian Investment, Extrapolation, and Risk, Josef Lakonishok, Andrei Shleifer, and Robert Vishny argued that value strategies produce superior -LSB-...]

Mean reversion is a favorite investment topic here on Greenbackd (see, for example, my posts on Mean reversion in earnings, Contrarian value investment and Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation, and Risk).

Posted in About, Contrarian investment, Stocks, Value Investment, tagged Contrarian investing, Mean reversion on March 9, 2010 Leave a Comment»

Anginer and Statman's findings would seem to accord with the findings of Josef Lakonishok, Andrei Shleifer, and Robert Vishny in Contrarian Investment, Extrapolation and Risk (and the The Brandes Institute update Value vs Glamour: A Global Phenomenon.

Posted in Contrarian investment, Strategy, Value Investment, Warren Buffett, tagged Joel Greenblatt, Quantitative Value Book, The Little Book That Beats The Market on March 5, 2013 4 Comments»

Posted in About, Book, Catalysts, Contrarian investment, Strategy, tagged Book, Quantitative Value on December 26, 2012 95 Comments»

Posted in About, Behavioral economics, Contrarian investment, Stocks, Value Investment Tagged Philip A Fisher, Value investing, Value Investment 10 Comments

-LSB-...] and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny's Contrarian Investment, Extrapolation and Risk (1994) as updated by The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008) speak -LSB-...]

Posted in About, Contrarian investment, Stocks, Value Investment Tagged Contrarian investing, Value investing 5 Comments

-LSB-...] investment topic here on Greenbackd (see, for example, my posts on Mean reversion in earnings, Contrarian value investment and Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation, and -LSB-...]

Josef Lakonishok, Andrei Shleifer, and Robert Vishny's Contrarian Investment, Extrapolation and Risk, which was updated by The Brandes Institute as Value vs Glamour: A Global Phenomenon reopened -LSB-...]

-LSB-...] Graham's Net Current Asset Values: A Performance Update or Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation and Risk.

Posted in Austrian Economics, Behavioral economics, Contrarian investment, Strategy Tagged Warren Buffett 17 Comments

-LSB-...] various studies that I am so fond of quoting, most notably Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation and Risk.

Posted in Catalysts, Contrarian investment, Strategy Tagged Activism, Activist investment, Activist Investors, Shareholder Activism, Value investing 3 Comments

-LSB-...] studies that I'm so fond of quoting (for example, Value vs Glamour: A Global Phenomenon and Contrarian Investment, Extrapolation and Risk) confirm for me that value is a real phenomenon.

-LSB-...] Institute updated the landmark 1994 study by Josef Lakonishok, Andrei Shleifer, and Robert Vishny Contrarian Investment, Extrapolation and Risk.

From pages 399 and 400 of David Dreman's «Contrarian Investment Strategies: The Next Generation.»

I believe that David Dreman's Contrarian Investment Strategies: The Next Generation contains critically important information is Chapter 15: «Small Stocks, Nasdaq, and Other Market Pitfalls.»

In Contrarian Investment Strategies: The Next Generation, David Dreman points out several artifacts associated with Small Cap data.

From page 401 of David Dreman's «Contrarian Investment Strategies: The Next Generation» regarding this later research: «The important concept is that the market or its surrogate stock price index is seen as the optimal risk portfolio.

The long - term mutual fund performance history gives the edge to a low cost large cap value fund, but you need to be able to stomach a contrarian investment strategy.

Conviction is a necessary quality for any investor — lack thereof can lead to an inability to stay the course on a successful contrarian investment.

«But when a good category falls out of favor with investors, rebalancing your portfolio is automatically a contrarian investment.