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 David Merkel (The Aleph Blog)     Graphic_subscribe   

    Start Tracking David Merkel (The Aleph Blog)   
    This is a Tracking Account  |  Tracked since 06/23/2008  [?]     SocialPicks is not affiliated with David Merkel (The Aleph Blog)
Picks Performance:
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All-time Return
+57.49%
(in 5 months)
Risk (SD)
Aggressive
4.23%
Sharpe Ratio
13.34
Followers
0
Winning Picks
2 of 2
Total Views
1224


David Merkel (The Aleph Blog)'s Blog Posts


Graphic_rating_sell F   Graphic_rating_sell GM   Fifteen Notes on the Current Market Stress 07/16/08   —  7/16 - "Going back to one of my themes, be wary of companies that sell their best assets to bail out their worst assets. Tonight’s poster child is GM. How to get cash? Borrow against the remainder of GMAC, foreign subsidiaries (most promising part of the corporation), etc. Not a promising strateg...
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The Four Stages of Investment Knowledge 06/23/08   —  6/21 - " We’re in a dead spot, a lost decade; old certainties are being tested, and many clever investors (alas for Bill Miller) are being weighed in the scales and found wanting. This is actually a good time to become an investor, because it is a bad environment. You develop your skills when exp...
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ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 22.30 +48.71% 175
2 20.02 +46.30% 57
3 17.43 +18.91% 7
4 16.71 +44.07% 211
5 14.41 +14.95% 7


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More about David Merkel (The Aleph Blog)

Avg exp holding time:
139.00 days





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