Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Joined September 2017
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Has been awhile since my last post. Sorry for the delay. Needed to say a few things.
albertbridgecapital.com/post…
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.
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.
"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…
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…
