Here are a few columns that provide a window into our thinking and strategy. At a minimum, Arne recommends that you read “Two Simple Questions” and “Pitfalls that await the emotionally motivated ‘blind investor’”. Click on the links below for ready-to-print documents (in PDF):


Here is a comprehensive list of Arne’s columns, in order by date:

Cut Your Energy Level and Top up on Consumer Stocks
Published 06/21/2008 at Financial Times (Free Trial Available)

Investors Who Understand Value Have a Real Edge
Published 05/24/2008 at Financial Times (Free Trial Available)

Why Stock Market Players Make a Hash of It
Published 04/26/2008 at Financial Times (Free Trial Available)

Understanding Value is Vital to Making Informed Decisions
Published 03/29/2008 at Financial Times (Free Trial Available)

Choose the Right Levers to Help Reduce Your Stock Handicap
Published 03/01/2008 at Financial Times (Free Trial Available)

Heed History’s Lessons and the Gap Between Price and Value
Published 02/02/2008 at Financial Times (Free Trial Available)

Investor Caution Leaves Undervalued Stocks to be Discovered
Published 01/06/2008 at Financial Times (Free Trial Available)

No Pretty Bow, But Still a Gift.
Published 11/24/2007 at Financial Times (Free trial available)

The Rational Investor Looks Beyond Price
Published 10/26/2007 at Financial Times (Free trial available)

Pitfalls that Await the Emotionally Motivated "Blind Investor"
Published 09/28/2007 at Financial Times (Free Trial Available)

Hedge Fund Investors: Smart, or "Dumb Money?
Published 08/31/2007 at Financial Times (Free Trial Available)

Bargain Hunters
Published 07/27/2007 at Financial Times (Free Trial Available)

Beware the Financial Adviser
Published 07/09/2007 at Financial Times (Free Trial Available)

Bargain Stocks Go Undetected
Published 06/15/2007 at Financial Times (Free Trial Available)

Buffett’s Strategies Not For Everyone
Published 05/11/2007 at Financial Times (Free Trial Available)

Analytics, Not Time, is of the Essence for Long-Term Investors
Published 04/06/2007 at Financial Times (Free Trial Available)

Core Concepts: Specialty Retailers
Published 03/20/2007 at RealMoney.com (subscription only)

Two Simple Questions that Protect Against the Siren's Song
Published 03/09/2007 at Financial Times (Free Trial Available)

Core Concepts: Consumer Plays
Published 03/08/2007 at TheStreet.com

Core Concepts: Gear Up With Auto Retailers
Published 02/28/2007 at TheStreet.com

Core Concepts: Machinery Peaks and Troughs
Published 02/21/2007 at RealMoney.com (subscription only)

Core Concepts: Sleepers in Household Products
Published 02/15/2007 at RealMoney.com (subscription only)

Lear Has Some Explaining to Do
Published 02/12/2007 at TheStreet.com

How to Achieve Above-Average Returns
Published 02/09/2007 at Financial Times (Free Trial Available)

Core Concepts: Telcom Bargains
Published 02/08/2007 at TheStreet.com

Core Concepts: No Bargains in Oil Stocks
Published 02/07/2007 at RealMoney.com (subscription only)

Core Concepts: Computers and Office Supplies
Published 02/02/2007 at TheStreet.com

Core Concepts: A Look at Chemical Stocks
Published 02/01/2007 at TheStreet.com

Canny Investors Can Reap Rewards From Misunderstood Stocks
Published 01/12/2007 at Financial Times (Free Trial Available)

Short Selling Sells Long-Term Investors Short
Published 11/17/2006 at Financial Times (Free Trial Available)

The Story Brokers Don't Want You to Read
Published 10/20/2006 at Financial Times (Free Trial Available)

The Manipulations People Play
Published 10/04/2006 at RealMoney.com (subscription only)

The Triumphant Return of the Stock
Published 09/15/2006 at Financial Times (Free Trial Available)

Owners Can Claim an Advantage in the Long Run
Published 07/28/2006 at Financial Times (Free Trial Available)

Commerce Can Shake Off Criticisms
Published 07/11/2006 at TheStreet.com

Short-term performance is a meaningless metric
Published 06/23/2006 at Financial Times (Free Trial Available)

America's best don't need Wall Street
Published 05/26/2006 at Financial Times (Free Trial Available)

Doing the Math on Overstock
Published 05/22/2006 at RealMoney.com (subscription only)

Overstock Paddles the Amazon
Published 05/17/2006 at TheStreet.com

Brokers Face Their Worst Nightmare
Published 05/09/2006 at RealMoney.com (subscription only)

Brokers Break Down Trust in the Market
Published 05/04/2006 at RealMoney.com (subscription only)

Negative Vibes Can be Your Best Friend
Published 04/28/2006 at Financial Times (Free Trial Available)

The Stock Market is Patently Unfair
Published 04/25/2006 at TheStreet.com

Why Does Failure to Deliver Go Unpunished?
Published 04/17/2006 at RealMoney.com (subscription only)

Value Plays Aren't Built in a Day
Published 04/03/2006 at RealMoney.com (subscription only)

Use a Straight Line and You Often Miss the Boat
Published 03/31/2006 at Financial Times (Free Trial Available)

Exploring Overstock's Discount
Published 03/23/2006 at TheStreet.com

Breaking Down the Overstock Discount
Published 03/20/2006 at TheStreet.com

Overstock Shares Are on Discount
Published 03/13/2006 at TheStreet.com

Five Sleepy Big-Caps Set to Wake-Up
Published 03/06/2006 at RealMoney.com (subscription only)

Dull Ideas Can Go a Long Way
Published 03/03/2006 at Financial Times (Free Trial Available)

Q&A: Soldier of Misfortune (excerpt from an interview with Arne Alsin)
Published 12/22/2005 at TheStreet.com

Top 10 Turnarounds for 2006, Part 2
Published 12/08/2005 at TheStreet.com

Top 10 Turnarounds for 2006, Part 1
Published 12/01/2005 at TheStreet.com

The Dow Is Setting Its Sights on 13,000
Published 11/01/2005 at TheStreet.com

Buying Into Today's Higher-Quality Dow
Published 10/28/2005 at RealMoney.com (subscription only)

Buy Now in an Undervalued Dow
Published 10/20/2005 at RealMoney.com (subscription only)

Stocks That Rise From Downgrades
Published 04/28/2005 at RealMoney.com (subscription only)

Building a Foundation Like Home Depot Did
Published 03/28/2005 at TheStreet.com

Being a Great Stock-Picker, Part 2
Published 01/04/2005 at RealMoney.com (subscription only)

Being a Great Stock-Picker
Published 12/28/2004 at RealMoney.com (subscription only)

Top Five Turnarounds For 2005
Published 12/14/2004 at RealMoney.com (subscription only)

Simple Truths of Portfolio Strategy
Published 11/26/2004 at TheStreet.com

Netflix's Best Hope: Getting Bought
Published 11/23/2004 at RealMoney.com (subscription only)

When Shorting, Know All the Costs
Published 11/16/2004 at RealMoney.com (subscription only)

Some Turnarounds Have More Snap
Published 11/09/2004 at RealMoney.com (subscription only)

Get Positive About Buying Negativity
Published 10/26/2004 at RealMoney.com (subscription only)

Finding Fixable Turnarounds
Published 10/19/2004 at RealMoney.com (subscription only)

Sow Wild Oats and Reap Growth
Published 10/12/2004 at RealMoney.com (subscription only)

The Life Cycle of a Turnaround Stock
Published 08/11/2004 at RealMoney.com (subscription only)

Rational Planning Suits the Long Term
Published 08/09/2004 at RealMoney.com (subscription only)

Comcast Eyes the Eisner Discount
Published 02/26/2004 at TheStreet.com

Be an Owner, Not Just a Loaner
Published 01/09/2004 at RealMoney.com (subscription only)

Seven Ways to Get Selfish About Investing
Published 12/29/2003 at RealMoney.com (subscription only)

Holding for the Long Haul
Published 12/10/2003 at RealMoney.com (subscription only)

So Much for Dow Skeptics
Published 12/04/2003 at RealMoney.com (subscription only)

Assigning Value to Brains and Brands
Published 12/02/2003 at RealMoney.com (subscription only)

Thinking Smaller for Bigger Returns
Published 11/14/2003 at RealMoney.com (subscription only)

The New Dynamics of the Dow Industrials
Published 11/04/2003 at RealMoney.com (subscription only)

Are You a Dangerous Investor? Part 2
Published 10/23/2003 at RealMoney.com (subscription only)

Find Out If You're a Dangerous Investor
Published 10/21/2003 at RealMoney.com (subscription only)

How to Choose a Winning Fund Manager
Published 10/09/2003 at RealMoney.com (subscription only)

The Recipe for Wealth
Published 10/08/2003 at TheStreet.com

Betting Against the Market? Good Luck
Published 10/03/2003 at RealMoney.com (subscription only)

Q&A: Bond Performance and Valuation Concerns
Published 08/22/2003 at RealMoney.com (subscription only)

Too Much Love in These Stocks?
Published 08/15/2003 at RealMoney.com (subscription only)

Quick Look: Shopping for Specialty Retailers
Published 08/13/2003 at RealMoney.com (subscription only)

Looking for Value Among Reader Requests
Published 08/08/2003 at RealMoney.com (subscription only)

Quick Look: Finding Fashion in Apparel Sector
Published 08/06/2003 at RealMoney.com (subscription only)

Off-the-Wall Q&A
Published 08/01/2003 at RealMoney.com (subscription only)

Stop-Losses Aren't Your Salvation
Published 07/30/2003 at RealMoney.com (subscription only)

Fielding Questions on Corporate Governance
Published 07/25/2003 at RealMoney.com (subscription only)

Discounting the Dividend Effect, Part 2
Published 07/24/2003 at RealMoney.com (subscription only)

Discounting the Dividend Effect
Published 07/23/2003 at RealMoney.com (subscription only)

Taking On Readers' Stock Questions
Published 07/18/2003 at RealMoney.com (subscription only)

The Virtuous V Economic Scenario
Published 07/16/2003 at RealMoney.com (subscription only)

Getting Schooled on Corporate Governance, Part 3
Published 07/15/2003 at RealMoney.com (subscription only)

The Turnaround Artist Answers Readers
Published 07/11/2003 at RealMoney.com (subscription only)

Microsoft's Options Decision Marks a Sea Change
Published 07/09/2003 at RealMoney.com (subscription only)

Getting Schooled on Corporate Governance, Part 2
Published 07/08/2003 at RealMoney.com (subscription only)

Strong Balance Sheets Weaken the Tech Sector
Published 07/02/2003 at RealMoney.com (subscription only)

Getting Schooled on Corporate Governance
Published 07/01/2003 at RealMoney.com (subscription only)

The Mistakes Investors Often Make, Part 3
Published 06/26/2003 at RealMoney.com (subscription only)

The Mistakes Investors Often Make, Part 2
Published 06/24/2003 at RealMoney.com (subscription only)

The Mistakes Investors Often Make, Part 1
Published 06/19/2003 at RealMoney.com (subscription only)

Playing Outside the Tech Sector
Published 06/11/2003 at RealMoney.com (subscription only)

Time for Tech's Comeback? Not So Fast
Published 06/06/2003 at TheStreet.com

The Truth About Verity's Options Grants
Published 06/05/2003 at TheStreet.com

Putting Fat Cats on a Capital Starvation Diet
Published 05/27/2003 at TheStreet.com

Watch for the Third Rail at Corning
Published 05/14/2003 at TheStreet.com

Troubles Ahead for AMD
Published 05/08/2003 at RealMoney.com (subscription only)

Dismantling the Arguments Against Option Expensing
Published 05/02/2003 at RealMoney.com (subscription only)

Fixing The Disconnect Discount
Published 04/11/2003 at RealMoney.com (subscription only)

Cardinal Health Has Some Convincing To Do
Published 04/09/2003 at RealMoney.com (subscription only)

Get Rational About Your Investing Strategy
Published 03/20/2003 at RealMoney.com (subscription only)

Restoring Public Trust in the Market
Published 03/05/2003 at RealMoney.com (subscription only)

Playing Politics With Accounting Rules
Published 02/20/2003 at RealMoney.com (subscription only)

Fixing the Flaw in Executive Options
Published 02/06/2003 at RealMoney.com (subscription only)

The Cold, Hard Numbers on Stock Options
Published 01/29/2003 at RealMoney.com (subscription only)

Caution Is the Best Option at UnitedHealth
Published 01/22/2003 at RealMoney.com (subscription only)

Cheesecake Factory Could Have a Sour Aftertaste
Published 01/16/2003 at RealMoney.com (subscription only)

Corporate America's Dirty Little Secret - Options
Published 01/09/2003 at RealMoney.com (subscription only)

Build a Portfolio With Layers of Safety
Published 12/31/2002 at RealMoney.com (subscription only)

A Tough Sell For Many Retail Stocks
Published 12/04/2002 at RealMoney.com (subscription only)

Taking Apart David Tice on His Dow 3000 Call
Published 11/25/2002 at TheStreet.com

Stopping The Insiders From Doing Old Tricks
Published 11/14/2002 at RealMoney.com (subscription only)

These Underrated CEOs Are Just Plain Good
Published 11/07/2002 at RealMoney.com (subscription only)

These CEOs Are Good to Go -- Out of the Executive Suite
Published 11/06/2002 at RealMoney.com (subscription only)

A Checklist For Careful Investors
Published 10/30/2002 at RealMoney.com (subscription only)

Risky Prognosis For a Cigna Turnaround
Published 10/28/2002 at RealMoney.com (subscription only)

PetSmart Doesn't Look Like a Smart Buy
Published 10/17/2002 at RealMoney.com (subscription only)

Love, Hate and Home Improvement
Published 10/04/2002 at RealMoney.com (subscription only)

Putting Together the Pieces of the Tyco Puzzle
Published 09/16/2002 at RealMoney.com (subscription only)

The Fundamental Flaw in Bill Gross' Message
Published 09/13/2002 at RealMoney.com (subscription only)

Why Polo May Fit Peter Lynch but Not You
Published 09/04/2002 at RealMoney.com (subscription only)

A Late-Summer Look at the Turnaround Stocks
Published 08/26/2002 at RealMoney.com (subscription only)

Taking A Sharp Pencil to Readers' Accounting Questions
Published 08/21/2002 at RealMoney.com (subscription only)

Do Away With Double Taxation of Dividends
Published 08/13/2002 at RealMoney.com (subscription only)

Sifting Through Southern Union's Problems
Published 08/09/2002 at RealMoney.com (subscription only)

Merck Looks Ready to Roll in the New Cycle
Published 08/08/2002 at RealMoney.com (subscription only)

Inside the Culture at Commerce Bancorp
Published 08/01/2002 at RealMoney.com (subscription only)

Keep Your Cool in a Heated-Up Market
Published 07/26/2002 at RealMoney.com (subscription only)

Nobody's Perfect, but Kohl's Needs to Be
Published 07/18/2002 at RealMoney.com (subscription only)

Between the Balance Sheets at L-3
Published 07/11/2002 at RealMoney.com (subscription only)

No Perma-Bear Problem Here
Published 07/03/2002 at RealMoney.com (subscription only)

Waving a Warning Flag on the Proposed CIT IPO
Published 06/28/2002 at RealMoney.com (subscription only)

Beware of Acquisition Accounting Games
Published 06/21/2002 at RealMoney.com (subscription only)

Chalk one Up for Clean Companies
Published 06/19/2002 at TheStreet.com

The Nuts and Bolts of Fastenal's Frugality
Published 06/18/2002 at RealMoney.com (subscription only)

Four Ways to Improve Wall Street Analysis
Published 06/12/2002 at RealMoney.com (subscription only)

When CEOs Are No Friend to Shareholders
Published 05/31/2002 at TheStreet.com

Surf's Still Up for Small-Cap Stocks
Published 05/16/2002 at TheStreet.com

Here Is a Clear View of Open Positions
Published 05/08/2002 at RealMoney.com (subscription only)

Avoid These Five Common Portfolio Mistakes
Published 05/02/2002 at TheStreet.com

Updating the Top 10 Turnaround Candidates for 2002
Published 05/01/2002 at TheStreet.com

The Hunt For Valuation Treasure
Published 04/19/2002 at TheStreet.com

The Turnaround Artist Digs Through the Inbox
Published 04/18/2002 at RealMoney.com (subscription only)

R-E-S-P-E-C-T: What It Means to Shareholders, Part 2
Published 04/12/2002 at RealMoney.com (subscription only)

R-E-S-P-E-C-T: What It Means to Shareholders, Part 1
Published 04/09/2002 at TheStreet.com

Setting Up a Market Strategy, Part 3
Published 04/01/2002 at RealMoney.com (subscription only)

Setting Up a Market Strategy, Part 2
Published 03/27/2002 at RealMoney.com (subscription only)

Setting Up a Market Strategy, Part 1
Published 03/26/2002 at TheStreet.com

Inside the Mind of a Money Manager
Published 03/19/2002 at RealMoney.com (subscription only)

A Complete Update on The Turnaround Artist's Picks
Published 03/14/2002 at TheStreet.com

Amazon: A Sheer Speculator's Play
Published 03/11/2002 at RealMoney.com (subscription only)

No Bull: Updating the Bearish Plays, Part 3
Published 03/04/2002 at RealMoney.com (subscription only)

One Last Look at 2001's Turnaround Picks
Published 02/28/2002 at RealMoney.com (subscription only)

Updating the Top 10 Turnaround Candidates for 2002
Published 02/26/2002 at RealMoney.com (subscription only)

Once Again, Give Me an Edge -- Or I Won't Play
Published 02/23/2002 at RealMoney.com (subscription only)

No Bull: Updating the Bearish Plays, Part 2
Published 02/22/2002 at TheStreet.com

No Bull: Updating the Bearish Plays, Part 1
Published 02/19/2002 at TheStreet.com

Seven Ways to Gauge Investing Maturity
Published 02/14/2002 at TheStreet.com

Managing Risk in the Market
Published 02/11/2002 at TheStreet.com

Don't Get Fooled by Cisco
Published 02/04/2002 at RealMoney.com (subscription only)

Play for the Long Haul With 10-Year Stocks
Published 01/23/2002 at TheStreet.com

eBay's Reserve Price Has Already Been Met
Published 01/18/2002 at RealMoney.com (subscription only)

The Eight Deadly Sins of Investing, Part 1
Published 01/17/2002 at TheStreet.com

The Eight Deadly Sins of Investing, Part 2
Published 01/17/2002 at TheStreet.com

Power Ahead With Black & Decker
Published 01/08/2002 at TheStreet.com

Never Mind the S&P 500
Published 01/03/2002 at TheStreet.com

Near Misses for New Year
Published 12/27/2001 at TheStreet.com

Turnaround Picks -- and Pans -- of 2001
Published 12/18/2001 at TheStreet.com

Top-10 Turnaround Candidates for 2002, Part 5
Published 12/12/2001 at TheStreet.com

Top-10 Turnaround Candidates for 2002, Part 4
Published 12/06/2001 at TheStreet.com

Turning Back Time: The Year-End Portolio Review
Published 12/04/2001 at TheStreet.com

GE's Priced for Perfection
Published 11/29/2001 at RealMoney.com (subscription only)

Top-10 Turnaround Candidates for 2002, Part 3
Published 11/26/2001 at TheStreet.com

Appraise Your Holdings and Select the Survivors
Published 11/20/2001 at TheStreet.com

Top-10 Turnaround Candidates for 2002, Part 2
Published 11/19/2001 at TheStreet.com

Top-10 Turnaround Candidates for 2002, Part 1
Published 11/15/2001 at TheStreet.com

Scratch Tyco's Surface and You Might Not Like What You See
Published 11/15/2001 at TheStreet.com

Turned Down for Turnaround
Published 11/05/2001 at TheStreet.com

Snap-On's Shares Should Snap Back to Life
Published 11/01/2001 at TheStreet.com

Wanted: The Next Round of Top-10 Turnarounds
Published 10/23/2001 at TheStreet.com

Tough Times, Twisted Talk from TRW
Published 10/19/2001 at TheStreet.com

Hasbro has the Right Game Plan
Published 10/15/2001 at RealMoney.com (subscription only)

The Future's Still Bright for Office Depot
Published 10/12/2001 at RealMoney.com (subscription only)

Back Up the Truck on Liz Claiborne
Published 10/05/2001 at RealMoney.com (subscription only)

Batter Up on the Brokerages
Published 10/03/2001 at RealMoney.com (subscription only)

A Glance Back at Year-End Picks
Published 10/02/2001 at RealMoney.com (subscription only)

Updating Portfolios in a World Altered by the Terrorist Attacks
Published 10/01/2001 at RealMoney.com (subscription only)

The Brokers Will Lead This Market Back
Published 09/24/2001 at RealMoney.com (subscription only)

Retailers Are on Sale
Published 09/18/2001 at RealMoney.com (subscription only)

Expect a Strong American Comeback
Published 09/16/2001 at TheStreet.com

Five Stocks That Can Turn Tough Times Into Opportunity
Published 09/05/2001 at TheStreet.com

Meet Mr. Capital -- And Learn to Avoid Him
Published 08/28/2001 at TheStreet.com

It's Time To Get Real On Disney
Published 08/27/2001 at TheStreet.com

Playing To Win In The Current Cycle
Published 08/27/2001 at TheStreet.com

Lean, Mean Companies Ready For The Rebound
Published 08/22/2001 at TheStreet.com

Get Past the Wall Street Nonsense
Published 08/17/2001 at TheStreet.com

Now More Than Ever, It's Time to Avoid Mutual Funds
Published 08/15/2001 at TheStreet.com

Holding On to Penney's Still Wise
Published 08/14/2001 at TheStreet.com

When it Comes to Investing, Ask the Right Questions
Published 08/13/2001 at TheStreet.com

If You're Looking for Value, the Dow's Not the Place to Be
Published 08/09/2001 at TheStreet.com

Tuning the Conservative Portfolio for Today's Market
Published 08/07/2001 at TheStreet.com

Dell is Anything but a Bargain
Published 08/02/2001 at TheStreet.com

Double Jeopardy: Avoid Asking the Wrong Questions
Published 08/02/2001 at TheStreet.com

Finding Good Value Can Be Quite Continental
Published 07/31/2001 at TheStreet.com

Don't Confuse Love With Value
Published 07/30/2001 at TheStreet.com

Getting Bullish on Toro
Published 07/24/2001 at TheStreet.com

Office Depot Still Looking Livelier Than Oracle
Published 07/23/2001 at TheStreet.com

No Bull, It's a Bull Market
Published 07/18/2001 at TheStreet.com

Debunking the Risk/Reward Principle
Published 07/16/2001 at TheStreet.com

Put Airline Stocks on Your Radar Screen
Published 07/12/2001 at TheStreet.com

Checking Up on the Conservative Portfolio
Published 07/09/2001 at TheStreet.com

Think Cycles, and Buy Variance
Published 07/02/2001 at TheStreet.com

Revisiting the Top-10 Turnarounds
Published 06/27/2001 at TheStreet.com

Investing Against the Grain
Published 06/22/2001 at TheStreet.com

Worrying's a Waste of Time
Published 06/18/2001 at TheStreet.com

Whirlpool's Win Cycle
Published 06/12/2001 at TheStreet.com

A Game Plan for the Next Cycle
Published 06/05/2001 at TheStreet.com

Don't Worry -- Just Adopt a Value Strategy
Published 06/01/2001 at TheStreet.com

The Best and Worst Turnaround Picks
Published 05/23/2001 at TheStreet.com

Check the Baggage -- Keep Your Stock Picking Simple
Published 05/21/2001 at TheStreet.com

Turnaround, Look at Me
Published 05/16/2001 at TheStreet.com

Keep an Eye on the CEO
Published 05/10/2001 at TheStreet.com

Ameritrade, the Beautiful
Published 05/09/2001 at TheStreet.com

Love the Blue Light Special
Published 05/02/2001 at TheStreet.com

Bargain-Hunting Made Easy
Published 04/30/2001 at TheStreet.com

All Dressed Up With Someplace to Go
Published 04/24/2001 at TheStreet.com

Going With the Capital Flow
Published 04/17/2001 at TheStreet.com

Why Bad News Can Be Good for Investors
Published 04/06/2001 at TheStreet.com

Tired of Losing: The Conservative Portfolio Comes Back Into Vogue
Published 03/30/2001 at TheStreet.com

Keys to Successful Investing
Published 03/21/2001 at TheStreet.com

Solid Prospects for Appreciation Mean That This Is No Penney Stock
Published 03/19/2001 at TheStreet.com

The Duh! Indicator: Alsin Says Be Prepared
Published 03/06/2001 at TheStreet.com

Who Says You Gotta Own Tech?
Published 02/27/2001 at TheStreet.com

Give Me an Edge -- Or I Won't Play
Published 02/23/2001 at TheStreet.com

Another Look at Big Blue
Published 02/21/2001 at TheStreet.com

The Next Big Bomb: Big Blue!
Published 02/14/2001 at TheStreet.com

Turnaround Traps in Tech
Published 02/13/2001 at TheStreet.com

In Turnarounds, It's Back to the Future
Published 01/26/2001 at TheStreet.com

Is Kohl's Full of Hot Air? (Cont'd)
Published 01/17/2001 at TheStreet.com

Is Kohl's Full of Hot Air?
Published 01/17/2001 at TheStreet.com

Flow With That Innate Ebb to Find Turnaround Stocks
Published 01/08/2001 at TheStreet.com

Top-10 Turnaround Candidates for 2001, Part 2
Published 12/29/2000 at TheStreet.com

Top-10 Turnaround Candidates for 2001, Part 1
Published 12/28/2000 at TheStreet.com

What's So Great About Turnaround Investing? Plenty
Published 12/19/2000 at TheStreet.com

Lessons for Turnaround Investors
Published 12/12/2000 at TheStreet.com

A vast amount of intellectual energy is devoted to investing in the stock market. Much of that energy is misallocated. That is because many investors waste time pursuing answers to the wrong questions. All great investors, from Warren Buffett to Peter Lynch to Michael Price, understand a single fundamental premise. That is, in order to be a successful investor you have to be able to answer two simple questions: "What does it cost?" and "What is it worth?"
* Published 03/09/2007 at Financial Times (Free Trial Available)