David Merkel

At my blog there are two main purposes: teaching investors about better investing through risk control, and tying all of the markets into a coherent whole.

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  • Recent Comments:

    • Andy Reyburn: Miller was never a real value investor. Period. His fund was “value” in name only....
    • kyle: Bill Miller’s problem is arrogance — he cannot imagine himself being wrong — he merely...
    • Scott M: …who is MM??
    • sysin3: p.s. If I ever win the lottery, I would want Merkel to manage a good chunk of it. He’s careful,...
    • sysin3: Thanks Paul, I just think that there’s a lot of potAto - potAHto in investing. Goodness knows, I have...
    • Paul in Kansas City: great commentary sysin3
    • sysin3: Bill, I think only value works …. over the long term. It makes no sense to pay too much for a company...
    • GB: I don’t believe in stop losses, but I almost never hang on to something when I’ve taken more than a...
    • TDL: I think the point of the post was that Miller is a good as a value guy, not a growth guy. Not value investing is...
    • Bill aka NO DooDahs!: Because only value works, right?
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    Society of Actuaries Presentation

    Here are downloadable copies of my slides for the talk that I gave to the Society of Actuaries on October 15th, 2007.

    PDF Version

    Powerpoint Version

    Star Office Version (original — Right-click and save, or it will come up as corrupt)