Tag Archives: best ideas

FREE WEBINAR: Learn how to follow hedge funds more effectively

Join us this coming Monday May 9th @ 4pm ET for a free online discussion on the “5 Myths About Cloning Hedge Funds”. We’ve been following hedge fund replication strategies (what I call piggybacking) since the early days of this blog and back to 2009 on NewRules. It’s not only a topic I like to [...]

Bloomberg finds piggybacking analysts sucks

John Dorfman, investor and Bloomberg columnist, has been following the 4 most popular and hated stocks among Wall Street analysts for the past 11 years.
According to Dorfman’s research:
For 11 of the past 12 years, I have studied the performance of analysts’ four favorite stocks, and the fate of the four they most scorned…Their favorites, on [...]

AlphaClone: The cure for investor insanity

I’ve come to the conclusion that investors are insane.
Given who you are, you may have one of two responses to that statement of fact:

you agree
you say, “huh?”

If you find yourself agreeing that investors are insane, I’m preaching to the choir.  If you don’t understand what I mean by that statement, be patient.  I’ll explain.
I’m in [...]