Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
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"The future not only turned out to be precisely as anticipated, but in some cases exceeded expectations. Yet the share prices of those participating in (or driving) the transformation were driven to wildly exaggerated levels."
Our latest is up.
albertbridgecapital.com/post…
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Excited that my man @bportnoy_ is launching this book today, and even more excited that he asked me to contribute! Notwithstanding my own, there is some great advice in this volume, from some of my good friends in the industry.
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The hardest thing for this Purdue Boilermaker is I found myself actually rooting for the Indiana GD Hoosiers on Saturday against Ohio State. Literally came down to six inches out of bounds in the end zone with no time on the clock. Actually felt bad for IU, and I hate them.
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"A position that has doubled has a way of making every piece of incoming information look bullish. A position that has been cut in half has a way of making every problem look fatal."
Great piece by @AKWilk.
microcapclub.com/the-stories…
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A great piece from my friend @danielcrosby. Ambiguity Aversion matters, and drives so much of our decision making, and Mr. Markets too.
linkedin.com/pulse/uncertain…
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In order:
1) D (Naples, Sanibel, West Palm, Delray)
2) A (Destin, Ft. Walton Beach, Ponta Vedra, St. Augustine
3) E (Key West and all the Keys)
4 C (Long Boat Key, Siesta Beach, Vero Beach, Johns Island)
5 B (No thanks)
You just won a 2-week, all-expenses-paid vacation to Florida. But there’s a catch: you have to stay within one region the whole time. What are you picking?
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My man Axel and his squad at George Washington now up to 13th in the country in the NCAA RPI rankings. Great crew, with an amazing coach.
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I can’t wait to read this book! @iancassel is one of the sharpest thinkers about the business of stock-picking out there.
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My son Axel first college soccer match today. Old Dominion vs. George Washington. On ESPN+ at noon ET.
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Wow. I am not sure what this even was that @donnelly_brent penned for @EpsilonTheory, but man it was a wonderful existential rant. Highly recommended weekend reading. I'm jealous of how damn well Brent writes.
panoptica.com/dear-ben/
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Drew Dickson retweeted
But, as you also know, the narrative is strong with this one, and the holders of the stock aren't ready to do that. Right now, in my view, most buyers of the stock are not investing in future cash flows, but hoping to sell it at a higher price to other investors chasing it.
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