Worth Reading

Worth ReadingAs regular readers are well aware, I don’t frequently offer links to articles, largely because there are others who do it so well (such as Joe Calhoun for Real Clear Markets, Tadas Viskanta for Abnormal ReturnsBarry Ritholtz and Josh Brown, among others). But there are four pieces that I want to highlight today, particularly in light of my recent work on the so-called “Yale Model” of investing (see here, here and here).

I also want to commend Michael Mauboussin’s fine offering on outcome bias which, coincidently, came out the same day I wrote about it (much less comprehensively). It should be read along with his excellent book, The Success Equation, which I also heartily recommend.

Happy reading.


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