I recently turned 40 which I thought was relatively young for this business until yesterday. I stumbled across a couple of different sites devoted to number crunching stock selection both run by college students.
First is Modern Graham run by DePaul undergrads Ben Clark and Jonathon Ritchie. Their process tries to offer a modern application of value ideas attributed to Benjamin Graham. Among other things they do a stock of the week write up which a reasonably deep study of the company in question. They have recently also covered things like portfolios focusing on High ROIC and an overall assessment of the market.
The other site is called Investment Ideas by Yaser Anwar, a college student at York University, north of the border. Yaser has had little more press as he mentioned being in the WSJ Online and on Seeking Alpha. The site seems to be a blend of big macro and his stock picking which looks like it is parts stock screening and part fundamental bottoms up.
If I could offer one thing to these guys or anyone in a similar situation; they know number crunching and analysis but make sure you see the forest too.
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6 comments:
Glad you found our site interesting. Hopefully many more will.
You're still on the young side - we're just on the REALLY young side of the industry, but extremely eager to get involved.
~Ben Clark
www.ModernGraham.com
"You're still on the young side - we're just on the REALLY young side of the industry, but extremely eager to get involved." My thoughts precisely.
Thank You Sir for sharing our blogs with your audience, much appreciated.
nice young people, now speak up!
hahaha
Roger, did you read about the philosophy major at Tulane. He took his Ba Mitvah money, i think 12k, and turned it into 1 point something mil after taxes. Short microcap all the way. Never had any formal training. Just a natchural.
Changing the subject, you have had no comments on this big rally we have seen this week. Are you still sticking with your S&P 1180-1200 prediction at years end?
Roger, I went to the SA site. Congrats on your articles there. I also read Geoff Considine's article on volatility. Even though I'm here at a blog, I can not say that I follow the sophisticated level of a monte carlo analysis. Without meaning disrespect to the author, just a differnece in philosophy, would you consider the analysis an exercise in noise,so to speak. On the other hand, would it be fair to interpret the author's findings as having useful implications. Get ready to trade EEM and exploit volatility relative to the s&p? For those who are willing to trade short to intermediate term trends.
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