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Smarter Investing
Bookmarks for May 16
Some good reading on oversized funds and some of the stock blogs we are reading at the moment:
- Why fat funds need diets: Excellent Kiplinger article from May edition on why money piling into funds affects their performance
- Remember what Buffet said about HF fees?: Warren buffets shareholder statement about the 'grotesque' size of Hedge Fund fees
- Are your interests really aligned with your fund managers?: Fairly old MSNBC article but good warning to keep in mind
- Three bloggers we are reading
- Asif Surias' great SINletter: Includes excellent model portfolio and Asifs disclosure of his true holdings (great stuff)
- Yaser Anwars' investment ideas: Always insightful and detailed - great analysis - we want to hear more about what he is doing with his own money...
- Roger Ehrenbergs' information arbitrage: Always insightful - well worth following
Covestor on 16 May 2007
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