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The August 2002–2005 Three-Year Look-Back®

August 26, 2005
The Disciplined Investor®

We conduct the Annual Three-Year Look-Back® as part of a Disciplined Investing Process. We believe that any disciplined investment decision-making process should follow a feedback and adjustment cycle like the one illustrated above. Shape Management® is one such disciplined process.

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Don’t Get Fooled

August 2, 2005
Mark P. Bodett, Terence Kaufmann

Those of you who have been customers for a while know that our firm occasionally recommends books. A recent recommendation is Fooled by Randomness by Nassim Nicholas Taleb. Admittedly Dr. Taleb’s name does not inspire images of action or intrigue in the way names like “Clancy” or “Grisham” might. While Dr. Taleb’s book may not be a typical summer page turner, it is definitely worth reading and has some direct applications to us as bond investors.

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