https://www.blackrock.com/us/individual/investment-ideas/what-is-factor-investing/factor-commentary/andrews-angle/growth-is-not-the-opposite-of-value I became aware of Andrew Ang’s work when I recently listened to him in an interview with Barry Ritholtz on his podcast, Masters in Business (Bloomberg Opinion). I learned a lot about what factor investing is, and it is something I will explore more in depth soon. I then decided to read more ofContinue reading “1/22/20”
Category Archives: Random Thoughts
12/18/19
https://www.morningstar.com/articles/932740/how-to-become-a-duration-detective I was reading this article and I found it to be very insightful. Essentially, it illustrates how, unlike equities, you can’t just look at the % of Net Assets that bonds hold within a portfolio to understand its true weight/impact on returns. To get a much greater understanding you have to look at theContinue reading “12/18/19”
12/3/19
Post Link I read this blog post from Tony DeSpirito, a Managing Director at BlackRock, and found his insight to be fascinating. At the end of the day, fundamentals > … when looking at investing in equities for the long-term. We have to be willing to stomach some headlines and be true to our fundamentalContinue reading “12/3/19”
