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Mr. Kovner, would you mind explaining your investment philosophy?

Paintball Guns

David - I saw your post and good point about PWEI and Greenblatt. So I searched for Magic
Formula using the search function at the top and saw there are 2 portfolios from that
site/school of thought on stockpickr.

This is an interesting portfolio! It doesn't look like any single philosophy is driving
it. You've got these smaller company value plays like PWEI, big dividend paying companies
like WFC, growth oriented tech companies like RIMM, and takeover targets like BLS. This
is a stock portfolio that could use some study.

Ah! PWEI! Looks like Kovner has been reading The Little Blue Book that Beats the Market!
:) I notice that folks that PWEI have AEOS too. Another stock that was featured on
www.magicformulainvesting.com. Maybe stockpickr should put up a portfolio from that site.

Last edited on: 01-06-2007 02:03 pm