IN THIS EPISODE, YOU’LL LEARN:
- Which type of American companies James O’Shaughnessy’s right now deem to yield the highest returns.
- How to be humble about stock investing, and how you are likely to beat the stock market by taken yourself out of the equation.
- Why James O’Shaughnessy doesn’t include the interest rate and other macroeconomic factors in his investment models.
- How to profit from momentum stocks and if that corresponds to the current market conditions.
- The two biggest mistakes investors make when implementing a purely quantitative strategy.
BOOKS AND RESOURCES
- James O’Shaughnessy’s book, What Works On Wall Street – Read reviews of this book.
- Tobias’ Investing Site, The Acquirers Multiple.
- Who James O’Shaughnessy’s pay attention, www.aqr.com.
- Who James O’Shaughnessy’s pay attention, www.lsvasset.com.
- Tobias’ book, Deep Value – Read reviews of this book.
- Tobias’ book, Quantitative Value – Read reviews of this book.
- Benjamin Graham’s book, The Intelligent Investor – Read reviews of this book.
- Benjamin Graham’s book, Security Analysis – Read reviews of this book.
- Edwin Lefèvre’s book, Reminiscences of a Stock Operator – Read reviews of this book.
- David Dreman’s book, Contrarian Investment Strategies – Read reviews of this book.
- Benoit Mandelbrot’s book, The Misbehavior of Markets – Read reviews of this book.
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