Inside Curve



Profile:
Full name: Inside Curve (various authors)

Area of interest: Investment

Journals: Financial Times

Website: FT.com / Inside Curve

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Biographies

 * Whitney Tilson (n.b. Inside Curve column now redirects to Whitney Tilson)
 * Arne Alsin
 * Rob Arnott is chairman of Research Affiliates: [mailto:arnott@rallc.com arnott@rallc.com]
 * John Train is chairman of Montrose Advisors, investment counsel in New York and author of ‘Money Masters of Our Time, The Craft of Investing’, and other books: [mailto:jtrain@montroseny.com jtrain@montroseny.com]
 * Vitaliy Katsenelson is director of research at Investment Management Associates and author of Active Value Investing: [mailto:vitaliy@usa.net vitaliy@usa.net]
 * Mark Sellers is a former equities strategist at Morningstar, who manages Sellers Capital, a hedge fund: [mailto:msellers@sellerscapital.com msellers@sellerscapital.com]



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Financial Times:
Column remit: "Money managers pass on clearly worded and actionable investment advice for US investors"

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Website: FT.com / Inside Curve

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Articles: 2008

 * Lessons to be learnt from losses - The market environment has been so unusual recently that it may be that any strategy changes employed might not be the ones helping you profit in the future - by Whitney Tilson, 10th February 2009
 * Bargain hunters see profit in panic - The recent fall and rise in the shares of Berkshire Hathaway, one of the most respected and largest companies in the US, shows that buying opportunities are available - by Whitney Tilson, 16th December 2008
 * Time to begin the bargain hunt - I have some good news and some bad news for investors - by Whitney Tilson, 28th October 2008
 * How to profit from the stock market’s classic mistake - Investors have to be able to identify what the market is ignoring - by Arne Alsin, 19th July 2008
 * Prepare for higher taxes and ways to reduce the pain - Higher taxes, a near certainty in 2009, do raise more money for the government. But their effects on investments such as stocks and bonds can be stark - by Rob Arnott, 12th July 2008
 * Buy prudently and be a fan of fear to reduce risk - While it makes a lot of sense to prepare one’s portfolio for mistakes, bad luck or cyclically difficult times, most investors devote too little attention to risk management - by Whitney Tilson, 5th July 2008
 * Cut your energy level - Avoid stocks that are doing well and those very much in favour among investors - by Arne Alsin, 21st June 2008
 * Spend less and save more is recipe for retirement - If you are locked into your current spending pattern, then cap it. Stop right where you are, until your income is 25% higher. This will probably take about five years, if you are working reasonably hard - by Rob Arnott, 14th June 2008
 * Fairfax can offer a port in the post-bubble storm - The Canadian insurer has a collection of high-quality insurance businesses that trade at a discount to intrinsic value - by Whitney Tilson, 7th June 2008
 * Investors who understand value have a real edge - Most investors fall into the trap of judging stocks based solely on their price in the market, writes Arne Alsin - by Arne Alsin, 24th May 2008
 * Presumptions on pensions that need to change - The return on a pension fund consists of a ‘risk-free’ return, a ’risk premium’ and an alpha earned from investment choices that outpace the broad markets - by Rob Arnott, 17th May 2008
 * Look out for the landmarks of a stock market cycle - A big theme, gaining impetus as it rises, will become so huge that it must collapse catastrophically. Spend a few minutes on what usually takes four or five years - by John Train, 10th May 2008
 * Look to the margins when using the price/earnings ratio - I love the price/earnings ratio, but like all investment tools, it is flawed. This is because it is only as good as the numbers that go into it - by Vitaliy Katsenelson, 3rd May 2008
 * Why stock market players make a hash of it - Call it embarrassing. Obtaining a significant edge over most stock market participants is so easy that it is, for lack of a better word, embarrassing - by Arne Alsin, 26th April 2008
 * The euphemism that became a serious investing proposition - Recent tumult in the emerging markets invites the question: are they emerging or submerging markets? - by Rob Arnott, 19th April 2008
 * Whitney Tilson: Let the herd stampede first before making your move - Without doubt, timely and democratic access to financial and market information contributes to smoothly functioning financial markets. But it’s worth asking whether the ubiquity of such information today is a friend or foe of sound investment decision-making - by Whitney Tilson, 12th April 2008
 * Take financial talking-heads with a grain of salt - Everyone acts in his or her self-interest. This is a key facet of humanity, and keeps our society moving forward - By Mark Sellers, 5th April 2008
 * Understanding value is vital to making informed decisions - In 2020, when the pundits are asked to reflect on the market panic of early 2008, they will sniff and roll their eyes - by Arne Alsin, 29th March 2008
 * Volatility is a faithful friend of the long-term investor - In times of tumult, it may seem odd to suggest that investors worry less. Human nature conditions us to fear uncertainty and dread failure - by Rob Arnott, 22nd March 2008
 * The worst is yet to come – time to flee to quality - Recent announcements on manufacturing activity, household income and employment have made it painfully clear that the US economy is struggling - by Whitney Tilson, 15th March 2008
 * Bernanke and politicians must try to hit the sweet spot - The price/earnings ratio for the broad stock market, currently about 20 times the trailing 12-month reported earnings for S&P 500 companies, is a wonderfully simple measure of market valuation - by Rob Arnott, 8th March 2008
 * Choose the right levers to help reduce your stock handicap - The key to great investing lies here: Tiger Woods, Ben Hogan and a crowbar. Can you identify the key? Is it obvious? Or do you think it is nuts to tie these three to great investing? - by Arne Alsin, 1st March 2008
 * Take advantage when good companies come to market - When Google completed its initial public offering in August 2004, the stock seemed overpriced - by Mark Sellers, 23rd February 2008
 * Investors will miss out if they confuse uncertainty with risk - Dealing with uncertainty is always a key challenge for investors. But dealing with uncertainty doesn’t mean avoiding it - by Whitney Tilson, 16th February 2008
 * Investors need to keep growth and value in perspective - Do you want to own growth or value stocks? The obvious answer is “both” - by Rob Arnott, 9th February 2008
 * Heed history’s lessons and the gap between price and value - Staring you square in the face is the best buying opportunity in stocks in 18 years – since the market lows in 1990 - by Arne Alsin, 2nd February 2008
 * Strong stomach? Concentrate that portfolio - As in most subjects relating to money management, there’s a wide diversity of opinion on portfolio concentration versus diversification - by Whitney Tilson, 19th January 2008
 * Investor caution leaves undervalued stocks to be discovered - Lots of investors are hiding out, choosing to sidestep the stock market. Can you blame them? - by Arne Alsin, 6th January 2008



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