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Month: January 2017

Notes on “Why Foxes Are Better Forecasters Than Hedgehogs”, Phil Tetlock

by SmellCap on January 21, 2017January 21, 2017

The lecture is here. — Good political (note: or investing) judgment is much more controversial than good medical or engineering judgment. It appears too subjective. It is possible to construct benchmarks… [Continue Reading]

Notes on Dear Chairman, by Jeff Gramm

by SmellCap on January 5, 2017January 7, 2017

Buy the book here, if you’d like. (Not an affiliate link.) General commentary by the author: Small caps, where the author spends a lot of time investing, can have “abysmal”… [Continue Reading]

Recent Posts

  • Notes on “Selling Short”, Kathryn Staley
  • Notes on “You & Your Research”, Richard Hamming
  • Notes on “The Peregrinations of an English Major Trying to Solve the Investment Puzzle”, Chuck Akre
  • Notes on “Why Foxes Are Better Forecasters Than Hedgehogs”, Phil Tetlock
  • Notes on Dear Chairman, by Jeff Gramm

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