Money and Finance
Bruce Greenwald: Value Investing and the Mis-measures of Modern Portfolio Theory
Bruce Greenwald's presentation from the Welcome Event for the 12th International Post Keynesian Conference. More details available at pkconference.com. Recorded Wednesday September 24, 2014.
Link to video
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Links
Bruce Greenwald: An Alternative Explanation of the Great Recession (video) [H/T ValueWalk] (LINK) ["What I'm going to start talking about, because this is a Minsky conference, is something that Hyman Minsky identified that's been largely overlooked...
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Bruce Greenwald On Structural Imbalances In The Economy
Bruce Greenwald likes to say that he is constituted todisagree with everybody about everything, and he was true to his word at therecent Hyman P. Minksy Conference in New York. Taking immediate exception withthe virtually unanimous characterization of...
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Notes From The Cima Conference
From Market Folly: David Einhorn Bruce GreenwaldBruce Berkowitz Dan Loeb....................Loeb excerpt (reminded me of THIS previous quote):Areas of focus and interest: if spending all your time reading research reports and only looking at screen, you...
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Basic Structure Of Investment Process And Valuation By Bruce Greenwald
Prof. Bruce Greenwald's presentation in India, courtesy of Prof. Sanjay Bakshi:-Basic Structure of Investment Process and Valuation-....................-Books:-Value Investing: From Graham to Buffett and Beyond-Competition Demystified : A Radically...
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Value Talk: Buying At A Discount... By Charles Mizrahi
Professor Bruce C. N. Greenwald identified three approaches to value investing: classic, mixed and contemporary. While the approaches are different, they all share the common principles laid out by Benjamin Graham in 1934 and again in 1949: view stocks...
Money and Finance