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The application of psychology to finance and the home of an investing skeptic
Welcome
Welcome to my blog. As those of you who know me can attest, I dislike the immense amount of noise that passes for analysis in the investment world. Hence I will only post to this blog, when I actually have something to say.
Blog Archive
About Me
- James
- I have worked in the investment industry for the last 18 years or so. I specialize in the application of psychology to finance. I'm author of four books (including the Little Book of Behavioural Investing, and Value Investing).
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1 – 200 of 258 Newer› Newest»Great post James. Never heard of these kinds of swaps before, and can't access this myself, but quite an interesting and unique opportunity. I hope GMO can make some good coin here for shareholders.
Ben Hacker
Nice paper James.
Probably even I am from different time. People laugh at holding periods above 1 year. Naturally, the dividends do not matter as in all probability none actually own a stock that long.
Companies too are a little wary of dividends. They rather do an unrelated acquisition and restrict dividends rather than pass on the cash.
Hi James,
I have a question for you regarding accrual 'red flag' accounting (totally unrelated to this post) that I thought you might be able to help me with.
I am looking for a proper method to screen for accruals. I see some people subtract depreciation expense from change in WC and then divide by total assets. I consider myself fairly fluent in accounting, but for life of me I can't figure out why i would want to subtract depreciation expense. some suggest to use both currrent and non-current in screening which seems to make sense to me. can i ask what your preferred method would be based on either your work or your understanding of academic lit? is there a point where increases in accruals (either % moves or number of continnuous qtrs of increases)starts flashing bright red? lastly, does it make sense in your mind to look at both seq changes q/q and y/y or just y/y? Thanks so much in advance for your time and answers. Regards, Adam
PS - I am a big fan of your work and consider myself a better investor b/c of your writings.
Great paper. Are you making the implicit assumption that Dividends equals earning? It looks like it, because in no period do any gains come from Earnings Growth.
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