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Strategies & Market Trends : Value Investing

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From: Paul Senior	7/19/2007 2:07:57 AM
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This is one REALLY REALLY good article: Bill Miller interview money.cnn.com Well, I'm going to like it because it gives hope to the the individual investor (that he/she can beat the S&P); Averaging down is important (especially if price drops occur close in time to first purchase), maybe more significant to performance than averaging up; There's a discussion of the behavioral aspects of investing (a subject which very much interests me-- investor, know thyself!); The Kelly criterion is discussed (simplified in the discussion to 2p-1. I like that.); There are observations and ideas from poker player Puggy Pearson, investors Bill Ruane, Bernard Baruch; And also gossip about Warren Buffett's successor. One key takeaway for me is the affirmation of the importance focusing on the process - the process of investing - and not so greatly or only on the results. (I've been involved in the process focus vs. results focus in my business life for more than twenty years as manager and consultant.)

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