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Healthcare: from Hero to Zero?

Politics and profit taking are souring the sentiment towards the healthcare sector Drug transparency legislation is unlikely to affect...

Apr 29, 20193 min read

Investors are frequently reminded that they should only invest “long-term”. The natural question that arises is: why? If you, like us,...

Apr 12, 20191 min read

On February 22, 2019, Martin Fridson was interviewed by Jeremy Schwartz on the podcast "Behind the Markets" (Wharton Business Radio)....

Feb 26, 20191 min read

"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
"The inefficient stock market", R. Haugen, 2002
"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
"From efficient market theory to behavioral finance", R. Shiller, 2003