Morningstar has just held its huge 2014 Conference and it has tons of videos in its website. Chris Davis of Davis Selected Advisers reacts to ages-old questions (for instance, of separating “growth” and “value”) in elegant yet decisively “let’s cut through the common notion” way. Beware of “boxes”, “filters” in general, but especially of those that are too narrow or inadequate.
It may seem like a strange topic to get Buysiders.com rolling again, but it feels good to start writing and this subject really caught my attention as an analyst attending several events every year. It’s about a recent, preliminary study on the benefits (for learning purposes) of taking notes on paper vs on a laptop. I am guilty as charged, but I also highlight the issue of lectures themselves vs a more interactive learning experience.