Executive Summary


Forbes.com has included James O’Shaughnessy in a series of legendary investors alongside Warren Buffett, Benjamin Graham and Peter Lynch. He is widely recognized as the world’s leading expert and founder of the quantitative stock investing realm. Also on this week’s podcast is Toby Carlisle, a dear friend of The Investors Podcast and the top authority of the new generation of quantitative stock value investors that has continued James O’Shaughnessy original work.
You’ll Learn

  • Which type of American companies James O’Shaughnessy’s right now deem to yield the highest returns
  • How to be humble about stock investing, and how you are likely to beat the stock market by taken yourself out of the equation
  • Why James O’Shaughnessy doesn’t include the interest rate and other macroeconomic factors in his investment models
  • How to profit from momentum stocks and if that corresponds to the current market conditions
  • The two biggest mistakes investors make when implementing a purely quantitative strategy

Books and resources mentioned in this episode

James O’Shaughnessy’s book, What Works On Wall Street – Read reviews of this book

Toby’s Investing Site, The Acquirers Multiple

Toby’s Blog, GreenBackd.com

Patrick O’Shaughnessy’s website, The Investor’s Field Guide

Patrick O’Shaughnessy’s website, www.osam.com

Who James O’Shaughnessy’s pay attention, www.aqr.com

Who James O’Shaughnessy’s pay attention, www.lsvasset.com

Toby’s book, Deep Value – Read reviews of this book

Toby’s book, Quantitative Value – Read reviews of this book

Benjamin Graham’s book, The Intelligent Investor – Read reviews of this book

Benjamin Graham’s book, Security Analysis – Read reviews of this book

Edwin Lefèvre’s book, Reminiscence of a stock operator – Read reviews of this book

David Dreman’s book, Contrarian Investment Strategies – Read reviews of this book

Benoit Mandelbrot’s book, The Misbehavior of Markets – Read reviews of this book

Videos that Support this Podcast

Jim O’Shaughnessy

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