Jeff Henriksen: Learning by Teaching. Gaining the Behavioral Edge in Investing
The Education of a Value Investor
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How to Buy the Cheapest Decile of Stocks on Price to Book
Kegers: I think that Kegers it is over 19 percent and you're owning a pile of Amazon to be honest it's a pile of dog shit and the company's down there. The process of managing the actual portfolio with fewer than 350 positions requires a different setup, he says. "I'm really trying to take a permanent long position in human misjudgment and that's kind of how I view it"
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