AUTHOR: Ronald Orol
RATING: 6 of 10
Highlights:
A strong introduction and overview to activist investing for the uninitiated.
Good coverage of the various methods activist investors use to agitate for change at target corporations.
Touches on some history and important milestones, like the junk bond explosion of the 1980’s and the corporate scandals in the early 2000’s.
Weak Points
Too basic [...]
AUTHOR: David Swensen
RATING: 8 of 10
Highlights:
As the originator of the now widespread “endowment” model, Swensen offers several new strategies for investors to consider.
Swensen book focuses more strongly on asset allocation than other books, which is probably a boon to investors who may be more focused on how to pick stocks.
The author’s overall approach to portfolio [...]
In dedication to today’s awesome bear, I continue my Blogging the Bears series. Other parts in the series:
Part 1 contains my bullet point summary of the book and the 1921 bear market.
Part 2 details the 1929 – 1932 bear market.
Part 3 describes the 1949 post-WWII bear bottom.
Part 4 summarizes the 1982 market decline.
1982 Bear Market
Many [...]
In dedication to today’s awesome bear, I continue my Blogging the Bears series. Other parts in the series:
Part 1 contains my bullet point summary of the book and the 1921 bear market.
Part 2 details the 1929 – 1932 bear market.
Part 3 describes the 1949 post-WWII bear bottom.
Part 4 summarizes the 1982 market decline.
1949 Bear Market: [...]
In dedication to today’s awesome bear, I continue my Blogging the Bears series. Other parts in the series:
Part 1 contains my bullet point summary of the book and the 1921 bear market.
Part 2 details the 1929 – 1932 bear market.
Part 3 describes the 1949 post-WWII bear bottom.
Part 4 summarizes the 1982 market decline.
1929 – 1932 [...]
I recently finished reading the new Buffett biographay, Snowball. I’m not going to write a proper review of it as I didn’t enjoy the book much and am not sure if my views on it would be helpful for those who are considering the book. Perhaps it was my own expectation that prevented me from [...]
