How To Cut Your Dependency on Mr. Market
12:58
Articles
2 Comments
12:58 Articles 2 Comments
Discussion Paper: Are Analysts Providing Measurable ‘Added-Value’?
02:34
Articles
1 Comments
02:34 Articles 1 Comments
Patrick Vyroubal, CFA, portfolio manažer, ČSOB Asset Management
13:14
Interviews
1 Comments
13:14 Interviews 1 Comments
Patrick v současnosti pracuje jako portfolio manažer ve společnosti ČSOB Asset Management, kde má na starosti správu akciových fondů zaměřených na vyspělé trhy (USA, Evropa, Japonsko) a ČR. V roce 2003 dokončil studium na Vysoké škole ekonomické v Praze (Fakulta mezinárodních vztahů) a od roku 2013 je držitelem certifikátu CFA (certifikovaný finanční analytik). V minulosti pracoval v útvaru exportního a strukturovaného financování v ČSOB, dále pak jako akciový analytik ve společnostech Atlantik finanční trhy a ČSOB Asset Management.
Do cen a do melounů se nevidí
07:06
Articles
1 Comments
07:06 Articles 1 Comments
Is the Czech Republic ‘Good for its Word’?
00:15
Articles
12 Comments
00:15 Articles 12 Comments
Scripophily isn’t without its own controversies. The recent discovery of the original signed 1984 and 1986 agreements between the Bondholders Protective Council and the Czechoslovak State, in the archives at Stanford University Libraries, calls into question the transparency and integrity of the Czech State; both past and present.
24 Hours with Matěj Turek, CFA
13:54
24 hodin s
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24 hours with
2 Comments
13:54 24 hodin s , 24 hours with 2 Comments
Employer and Position: Investor & Portfolio Manager, Meridon Funds
Friday Article Pick for CFA Candidates and CFA Charterholders: Daniel Kahneman, Amos Tversky (Econometrica, 1979) – Prospect Theory: An Analysis of Decision under Risk
14:00
Articles
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Friday pick
0 Comments
14:00 Articles , Friday pick 0 Comments
Czech Scripophily: A Story of Love, Beer and Broken Promises
04:42
Articles
10 Comments
04:42 Articles 10 Comments
The Success Equation - Untangling Skill and Luck in Business, Sports, and Investing by Michael J. Mauboussin (CFA Institute, 2013)
23:46
Articles
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Friday pick
0 Comments
23:46 Articles , Friday pick 0 Comments
Michael J. Mauboussin - Head of Global Financial Strategies at Credit Suisse in New York - holds a strong view that demonstrating investment skill by investment managers requires persistent and predictable performance. Expectations investing is a process for identifying attractively priced stocks by first estimating the market’s expectations of key value drivers and then determining the likelihood that the company can or cannot meet those expectations.
McKinsey on Finance Quarterly Magazine - Winter 2016
01:04
Articles
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Friday pick
0 Comments
01:04 Articles , Friday pick 0 Comments
McKinsey published a new issue of its legendary quarterly "McKinsey on Finance" several weeks ago with the following four thought-provoking articles: Valuing high-tech companies; M&A 2015: New highs, and a new tone; How the best acquirers excel at integration and Pharma M&A: Agile shouldn’t mean ad hoc. It is a superb study source, which can help you integrate your knowledge from the CFA Curriculum to real business world. On top of that, the charts included might be an interesting inspiration source for your own analysis and presentations.
http://www.mckinsey.com/
Speculative Half-Cycles Tend To Be Completed Badly by John Hussman, (22 February 2016)
02:21
Articles
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Friday pick
0 Comments
02:21 Articles , Friday pick 0 Comments
Has the Index Fairy Lost Her Powers?
02:35
Articles
0 Comments
02:35 Articles 0 Comments
Jiří Voda: Naší specialitou v JET Investment Management je koupené podniky postavit zpátky na nohy, tak aby si na sebe nejen zpětně vydělaly, ale byly silnými prosperujícími podniky v dlouhodobém horizontu.
02:05
Interviews
3 Comments
02:05 Interviews 3 Comments
Jiří Voda, CFA, v roce 2003 absolvoval Fakultu mezinárodních vztahů Vysoké školy ekonomické v Praze a od roku 2012 je také držitelem titulu CFA (Chartered Financial Analyst). Od roku 2000 působil v bankovním a investičním sektoru, nejprve v bankovní skupině UniCredit – Živnostenská banka, poté v Pioneer Investments a nakonec v Citibank, kde se zaměřoval na spolupráci s nadnárodními a velkými lokálními korporacemi. Od roku 2014 působí v české private equity skupině Jet Investment Management Igora Faita jako ředitel investičních projektů. Jiří zde vyhledává příležitosti k restrukturalizacím společností, které následně i sám aktivně řídí. V současné době je například členem představenstva ve společnostech PBS INDUSTRY a STROJÍRNY POLDI. O jeho zkušenostech ze sektoru private equity si s ním povídal Michal Stupavský, CFA.
Game Theory Primer for Macro Investors written by Brian Singer, CFA, the key-note speaker at the CFA Society Forecasting Dinner 2016 on 16 February
06:58
Articles
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Friday pick
0 Comments
06:58 Articles , Friday pick 0 Comments
This Tuesday we had a pleasure to host Brian Singer, CFA, the Partner and Head of Dynamic Allocation Strategies Team at William Blair & Company, L.L.C, as the key-note speaker at the CFA Society Forecasting Dinner 2016. His thought-provoking lecture with the title "The Macro Asset Allocation "Game" - Is Game Theory Overtaking Finance?"unequivocally confirmed once again that economics is a social science as he was stressing many themes and key words which are not the prime focus for the great majority of finance and investment professionals, such as complex adaptive systems, geopolitics, strategic negotiations, game theory or time-series cointegration. Based on Brian's lecture it is totally obvious that to become a successful economist, investor or financial advisor in the long-term perspective it is by no means enough to be a master of Excel spread sheets. On the contrary you must abound also with a solid background in history, geopolitics, sociology and international relations. In his short paper from March 2013 Brian summarizes the game theory framework applied within the investment process of his Dynamic Allocation Strategies (DAS) team.
Do you like a simple P/E ratio?
09:59
Articles
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Friday pick
2 Comments
09:59 Articles , Friday pick 2 Comments
24 Hours with Michal Žofaj, CFA
11:30
24 hodin s
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24 hours with
20 Comments
11:30 24 hodin s , 24 hours with 20 Comments
Professional Credo: „ Consult not your fears but your hopes and your dreams. Think not about your frustrations, but about your unfilled potential.Concern yourself not with what you tried and failed in, but with what it is still possible for you to do. "
24 Hours with Jan Vejmělek, CFA
12:14
24 hodin s
5 Comments
12:14 24 hodin s 5 Comments
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