Archive for the 'Investment Theory' Category

About investment theories that explain capital markets and the behavior of participants …

Post Modern Security Analysis: Part Nine (Operational versus financial information)

This is the ninth article in the series about Post Modern Security Analysis. Operational versus financial information In the classic 1934 text, “Security Analysis” by Benjamin Graham and David Dodd, the emphasis was on financial analysis (balance sheets and income statements) and the analysis of the terms and conditions of securities. […]

Post Modern Security Analysis: Part Eight (Truth, Fact, and Opinion)

This is the eighth article in a series about Post Modern Security Analysis. Truth, Fact, and Opinion Fundamental concepts in open source research include “truth”, “fact”, and “opinion”. These ideas have occupied philosophers since the beginning of history. […]

Post Modern Security Analysis: Part Seven (Creating a Research Community)

This is the seventh article in a series about Post Modern Security Analysis. Creating a Research Community The essential element in Post Modern Security Analysis is emphasis on the gathering and selection of open source investment information and on the preparation of factual, encyclopedia-style articles based on this research. […]

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