Investor DNA 07/13/2020 — Tracking error of Russell 2000 vs. Russell 3000 soars to 25-year high…and yours could too

You are about more than investment ideas

Dear Reader

Visualization for the investment offices: Over the weekend, my dear friend Albert Yong of UCRegents shared this COVID page with me. He is the one who assembled it. Cudos! This is the kind of visualization thinking we need to apply to our investment data. I’m deep in research mode to create the next-gen of visualization command centers. Respond to this email with a note if curious or interested in participating or chatting/opining.

We could all use something positive: 38 Lessons from Jake Wilder. No 7: If you hold yourself accountable to the highest standards, no one else will ever be able to do so. For the rest of his list click here.

Depressing: This is by far the most impressive list of essays one should read. I got depressed realizing how much I have to go….

Free. Free. Free. I was asked by a client about the best source for private investment benchmarks. I referred them to this document (starts on page 94) that i had found scouring the web. I saved the client a bunch of fees. Upon deeper analysis, I realized the author had omitted one of the important sources in their comparison (TopQ). If you have the analysis with TopQ included, could you share (here)?

Crowd Sourcing DD: Our due diligence library is well on its way. It is not done…