• The Balance: Considering Event-Driven Investing

    19 days ago - By Aleph Blog

    Photo credit: miltarymark2007 =========================== I published another article at The Balance: Considering Event-Driven Investing. This is one place where writing in the third person leaves a lot out. I've done a lot with some types of event-driven investing. Speculating on hurricanes - I did that successfully at the hedge fund 2004, 2005 and 2006. 2006 because I thought the risk of another strong hurricane year was overplayed. 2004 and 2005 because I had a good idea of who was underreporting claims after disasters. That was the only time in my life that I went from long a company...
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