A review of James Montier’s Behavioural Investing, pub. by Wiley

December 12, 2010

Behavioural Investing by James Montier is a weighty book with much to tell us about an aspect of investing that has long been overlooked. Behavioral investing, of course, is basically determining why market participants do not act in a manner consistent with the fancy equations of the financial economists, as they frequently don’t. Of course, […]


Windstream – To sell or not to sell

December 12, 2010

Some people think the reason for value investing’s unpopularity is that it’s pretty boring. No excited conversations with analysts, no being wined and dined by management, no building of gleaming, elegant, projections going years into the future; just you and your calculated value to compare to market prices. However, this approach led me to buy […]