Research
- Just how activist are activist investors? (ft.com)
- Which analysts add the most value? (klementoninvesting.substack.com)
- How much of S&P 500 profits is being driven by investment gains? (substack.com)
- What happens when you properly measure the value of all firms in the U.S.? (papers.ssrn.com)
- What you can learn from what fund managers say about their own performance. (klementoninvesting.substack.com)
- Revisiting the performance of active mutual funds. (morningstar.com)
- The "lottery ticket effect" helps explain retail trading behavior. (alphaarchitect.com)
- A round-up of recent research on risk management including 'How Fear Beats Greed: The Impact of Positive and Negative Sentiment on Global Stock Markets.' (capitalspectator.com)
- How do prediction markets do in practice? (quantpedia.com)