Alphablock

Category: Strategy

  • Long India, Short China

    Long India, Short China

    I have the privilege of working very close to the city center and since the city is surrounded by hills, as you move away from the center, the altitude keeps rising. This gives me a chance to see a big 600-year-old church surrounded by long pine trees and celebrated by a huge metal statue of…

  • Finding Peter Lynch

    Finding Peter Lynch

    Both Jonathan Clements and Hersh Shefrin say it’s tough looking for the next Lynch. Clement said it in 1990 in an article in Wall Street Journal, while Hersh says it loud in his book on behavioral finance. They are both true, finding a 13-year stellar growth record with the underlying fund growing from $ 20…