The Most Misunderstood Investing Concepts: Portfolio Management

Posted by Jason Apollo Voss on May 26, 2020 in Blog, Most Misunderstood Investing Concepts, The Most Misunderstood Investing Concepts | 0 comments In this edition of The Most Misunderstood Investing Concepts I discuss portfolio management, which, in my opinion is overwrought. In case you have missed other pieces in this series here are links to each of them: Fair value and its evil twin, target price; Time horizon and its subterranean influence on investors’ thinking; PEG ratios and the ignorance of the math underlying them; When valuing a...
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The Most Misunderstood Investing Topics: Alpha is Creativity

Posted by Jason Apollo Voss on Oct 22, 2019 in Blog, Most Misunderstood Investing Concepts, The Most Misunderstood Investing Concepts | 0 comments In this edition of The Most Misunderstood Investing Concepts I discuss the notion that α is creativity. In case you have missed other pieces in this series here are links to each of them: Fair value and its evil twin, target price; Time horizon and its subterranean influence on investors’ thinking; PEG ratios and the ignorance of the math underlying them; When valuing a business, growth is not...
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The Most Misunderstood Investing Concepts: Time Horizon

Posted by Jason Apollo Voss on Apr 2, 2019 in Blog, Most Misunderstood Investing Concepts, The Most Misunderstood Investing Concepts | 0 comments Several weeks ago, I began a new series of articles. In that first piece I discussed that fair value is one of the most misunderstood investing concepts. This edition discusses time horizon and the ways in which it is misunderstood.   Time Horizon Is Usually Subterranean I have said for years that almost every debate in investing and between investors can be resolved by first having...
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