Research & Insights

Research & Insights

Confessions of a Crazy Stockpicker

I got interested in game theory in 2011 because of my interest in poker. Some of the better players were using it, and it looked like a fun study. Well, if it's possible to have a quasi-spiritual epiphany as an investor, game theory was mine.

Disclosures

Arne Alsin’s Open Letter to Warren Buffett RE: The Vulnerability of IBM’s Operating Model

RE: The Vulnerability of IBM's Operating Model

Arne Alsin: Choose the right levers to help reduce your stock handicap [FT column]

The key to great investing lies here: Tiger Woods, Ben Hogan and a crowbar. Can you identify the key? Is it obvious? Or do you think it is nuts to tie these three to great investing?

Social Media Disclosures

Arne Alsin: The rational investor looks beyond price [FT column]

How do you value a stock? This is the single most important question that an investor has to answer. If you cannot generate an informed estimate of value, you should not be making buy-and-sell decisions.

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