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Category: Value Investing

ETF Investing using Shiller’s CAPEs

September 28, 2015

Much has been written about the merits of passive index investing using Exchange Traded Funds (ETFs). Even for active value investors, I believe there is sometimes a place for ETF investing for people wishing to move into a new market, possibly just outside their circle of competence, in a low-risk fashion. The way I think about … More ETF Investing using Shiller’s CAPEs

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SJM Holdings — A Value Play

September 3, 2015

The Macau gaming stocks have been smashed in the last 18 months, down 70% in certain cases. The following chart, which shows the Macau Gross Gaming Revenue (in units of MOP million) as published by Macau’s Gaming Inspection and Coordination Bureau, shows the underlying problem: since early 2014, the total Macau gaming revenue has dropped … More SJM Holdings — A Value Play

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Money Jihad

Combating terrorist financing

Wiser Daily

Dan Ariely

My Irrational Life

Bronte Capital

LIM Yu-Book

What's new

Updates on my research and expository papers, discussion of open problems, and other maths-related topics. By Terence Tao

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