Dollars and Jens

The brothers Jens talk finance, economics, and the like.

Archives
10/01/2003 - 11/01/2003
11/01/2003 - 12/01/2003
12/01/2003 - 01/01/2004
01/01/2004 - 02/01/2004
02/01/2004 - 03/01/2004
03/01/2004 - 04/01/2004
04/01/2004 - 05/01/2004
05/01/2004 - 06/01/2004
06/01/2004 - 07/01/2004
07/01/2004 - 08/01/2004
08/01/2004 - 09/01/2004
09/01/2004 - 10/01/2004
10/01/2004 - 11/01/2004
11/01/2004 - 12/01/2004
12/01/2004 - 01/01/2005
01/01/2005 - 02/01/2005
02/01/2005 - 03/01/2005
03/01/2005 - 04/01/2005
05/01/2005 - 06/01/2005
07/01/2005 - 08/01/2005
08/01/2005 - 09/01/2005
09/01/2005 - 10/01/2005
10/01/2005 - 11/01/2005
11/01/2005 - 12/01/2005
12/01/2005 - 01/01/2006
01/01/2006 - 02/01/2006
02/01/2006 - 03/01/2006
03/01/2006 - 04/01/2006
04/01/2006 - 05/01/2006
05/01/2006 - 06/01/2006
06/01/2006 - 07/01/2006
07/01/2006 - 08/01/2006
08/01/2006 - 09/01/2006
09/01/2006 - 10/01/2006
10/01/2006 - 11/01/2006
11/01/2006 - 12/01/2006
12/01/2006 - 01/01/2007
01/01/2007 - 02/01/2007
02/01/2007 - 03/01/2007
03/01/2007 - 04/01/2007
04/01/2007 - 05/01/2007
05/01/2007 - 06/01/2007
06/01/2007 - 07/01/2007
07/01/2007 - 08/01/2007
08/01/2007 - 09/01/2007
09/01/2007 - 10/01/2007
10/01/2007 - 11/01/2007
11/01/2007 - 12/01/2007
12/01/2007 - 01/01/2008
01/01/2008 - 02/01/2008
02/01/2008 - 03/01/2008
03/01/2008 - 04/01/2008
04/01/2008 - 05/01/2008
05/01/2008 - 06/01/2008
06/01/2008 - 07/01/2008
07/01/2008 - 08/01/2008
08/01/2008 - 09/01/2008
09/01/2008 - 10/01/2008
10/01/2008 - 11/01/2008
11/01/2008 - 12/01/2008
12/01/2008 - 01/01/2009
01/01/2009 - 02/01/2009
02/01/2009 - 03/01/2009
03/01/2009 - 04/01/2009
04/01/2009 - 05/01/2009
05/01/2009 - 06/01/2009
06/01/2009 - 07/01/2009
07/01/2009 - 08/01/2009
08/01/2009 - 09/01/2009
09/01/2009 - 10/01/2009
10/01/2009 - 11/01/2009
11/01/2009 - 12/01/2009
12/01/2009 - 01/01/2010
01/01/2010 - 02/01/2010
02/01/2010 - 03/01/2010
03/01/2010 - 04/01/2010
04/01/2010 - 05/01/2010
05/01/2010 - 06/01/2010
06/01/2010 - 07/01/2010
07/01/2010 - 08/01/2010
08/01/2010 - 09/01/2010
09/01/2010 - 10/01/2010
10/01/2010 - 11/01/2010
11/01/2010 - 12/01/2010
12/01/2010 - 01/01/2011
01/01/2011 - 02/01/2011
02/01/2011 - 03/01/2011
03/01/2011 - 04/01/2011
04/01/2011 - 05/01/2011
05/01/2011 - 06/01/2011
06/01/2011 - 07/01/2011
07/01/2011 - 08/01/2011
08/01/2011 - 09/01/2011
09/01/2011 - 10/01/2011
10/01/2011 - 11/01/2011
11/01/2011 - 12/01/2011
12/01/2011 - 01/01/2012
01/01/2012 - 02/01/2012
02/01/2012 - 03/01/2012
03/01/2012 - 04/01/2012
04/01/2012 - 05/01/2012
06/01/2012 - 07/01/2012
08/01/2012 - 09/01/2012
09/01/2012 - 10/01/2012
10/01/2012 - 11/01/2012
11/01/2012 - 12/01/2012
12/01/2012 - 01/01/2013
01/01/2013 - 02/01/2013
03/01/2013 - 04/01/2013
04/01/2013 - 05/01/2013
05/01/2013 - 06/01/2013
06/01/2013 - 07/01/2013
07/01/2013 - 08/01/2013
09/01/2013 - 10/01/2013
10/01/2013 - 11/01/2013
12/01/2013 - 01/01/2014
01/01/2014 - 02/01/2014
03/01/2014 - 04/01/2014
05/01/2014 - 06/01/2014
06/01/2014 - 07/01/2014
08/01/2014 - 09/01/2014
09/01/2014 - 10/01/2014
12/01/2014 - 01/01/2015
05/01/2015 - 06/01/2015
06/01/2015 - 07/01/2015
08/01/2015 - 09/01/2015
09/01/2015 - 10/01/2015
10/01/2015 - 11/01/2015
12/01/2015 - 01/01/2016
06/01/2016 - 07/01/2016
02/01/2017 - 03/01/2017
07/01/2018 - 08/01/2018
04/01/2020 - 05/01/2020
04/01/2022 - 05/01/2022
03/01/2023 - 04/01/2023

Dollars and Jens

Friday, July 20, 2007

Bill Miller

Really, "Bill Miller speaks" is the sort of thing that should just make you follow the link and leave whatever I have to say redundant, but it's customary at this blog to steal at least one choice bit regardless.

If you have a valuation discipline, then you know that stock prices change more rapidly than business value.

I hadn't heard of the Kelly criterion before, but it looks like something I derived a few years ago. This is one of those things I should surely research more at some point.

- posted by dWj @ 12:33 AM