Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)
The Meb Faber Show - Better Investing
Learnings From Professor Benson Blinder's Research
The share price of a listed company sometimes has a remote relationship with the business it represents. This suggests that investors shouldn't seek to just be different from the index, but to ignore it. Seven of the top ten wealth creating companies in the us are technology companies. Technology companies are also under represented in the top 200 wealth creating firms. Areas such as energy and communications have been more greatly represented. So perceptions of industries can be misleading. Investors should beware the assumptions and mental short cuts they use in describing top winners and what drives them.
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