Interesting post about possible moats at Indian IT companies
Interactve Investor is tired of “mechanical screening” and wants to analyse UK companies one by one
Greenbackd with yet another (16 page) study which about the advantages of “mechanical” value investing
Damodaran also has a great post about screening. Interestingly he concludes that screening itself seems to be not a competitive advantage for an invetor any more due to the abundance of available resources.
Great post about net-net investing from Nate at Oddball
Interesting interview with Ed Thorpe, one of the first Quants about momentum strategies
Brooklyn investor analysis about the current state of the stock market compared to the good old times.