Value Investing Competitive advantage of a law degree |
- Competitive advantage of a law degree
- What is your Idea Generation process?
- What part of security analysis can you automate?
- Small Cap Value ETF ideas
- How confident about Yield Curve Impact a recession?
- Is market outperformance the best gauge of investing performance?
| Competitive advantage of a law degree Posted: 21 Mar 2019 08:31 PM PDT What competitive advantage, if any, could a law degree provide in value investing? How about in comparison to a Columbia MBA? [link] [comments]  |
| What is your Idea Generation process? Posted: 21 Mar 2019 10:58 AM PDT How do you guys approach idea generation? Do you mostly rely on screens or do you use other methods? If screens, then what do you typically screen for and why? As for me, I like to use a 3-stage funnel:
So what are the sources of ideas? I use four independent idea generation streams that complement one another:
If you want more details, please check out this video where I cover my idea generation process in-depth. [link] [comments]  |
| What part of security analysis can you automate? Posted: 22 Mar 2019 03:40 AM PDT Hello /r/SecurityAnalysis, I'm in my first year of college studying Computer Science and Economics. Last year I started studying the financial markets and my goal is to build a bridge between my two majors. I'm a fan of open-sourcing my projects and I recently uploaded an unofficial Python API for FinViz on GitHub. Now, I'm looking for insight on how to automate the lengthy process of analysing securities, using programming, and make it available to the public. However, the major part of analysing securities is qualitative research, which could hardly be automated. I was thinking of developing an EDGAR database scraper from top to bottom, but there's a lot of inconsistence with the SEC filings (even though companies started uploading XBRL documents), and there are a lot of scrapers already available on GitHub. If you have any automation project ideas that you never had the time to complete, now it's the time to say it! Thanks. [link] [comments]  |
| Posted: 21 Mar 2019 01:05 PM PDT Hi all, I hope this is the right place to ask about this as I find r/investing to be almost entirely unhelpful when it comes to real discussion about portfolio construction and management. Anyways, I'm looking for recommendations on value ETF's that meet certain parameters and can help tilt my portfolio towards value. I'd like the average P/E to be low, have very low average debt, relatively stable dividends, and have plenty of liquidity on the ETF itself. I was looking at IWN as the likely choice, but the P/E seems a tiny bit high and I'm not so sure how value oriented the fund actually is given how many different companies it holds. I'm also unsure how to go about analyzing how much average debt there is given that it holds 1300+ companies. Those of you who hold small cap/value indexes as part of your portfolio, which ETF or mutual fund do you hold and what purpose does it serve within the context of your portfolio? Thanks! [link] [comments]  |
| How confident about Yield Curve Impact a recession? Posted: 21 Mar 2019 02:00 PM PDT I do not know whether this right forum or not, but assuming this forum has experienced analysts and downturn experienced users. Feel free to comment/guide me how much this is reliable indicator? Yesterday, NPR freelance reporter was asking similar title question to FED chairman, but Jerome Powell has not directly responded or responded vaguely. In fact, Banks' Maturity transformation is under risk by yield curve inversion and that poses huge risk. Plenty of papers references from SSRN https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2976823 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3218277 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3161302 [link] [comments]  |
| Is market outperformance the best gauge of investing performance? Posted: 21 Mar 2019 03:32 PM PDT I had previously held up outperformance as the standard for evaluating investors, but recently I made some moves that reduced my outperformance (by increasing my cost basis) but increased my absolute return (in dollars). I was initially reluctant to do this but it was hard to argue with making more money rather than less. [link] [comments]  |
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