Betting Against Buffett (Compound Advisors, Dec 2021)
If you’re going to bet against Warren Buffett, you better have the odds tilted in your favor. Back in January 2008, Buffett wagered $318,250 that an S&P 500 index fund would beat a hedge fund…
Manager Selection & Mandates
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On Short-term Institutional Trading Skill, Behavioral Biases, and Liquidity Need (2021)
Are portfolio managers skilled or do they trade too much? Using a marked-to-market based 'fair-value' method for measuring fund manager skill, the authors find that institutional managers can…
Podcast: How Skilled Capital Allocators Compound Capital (Colossus, 2021)
Will Thorndike is an author and investor whose book The Outsiders is one of the best examinations of CEOs and capital allocation. The podcast covers how these CEOs were contrarians in business…
