Welcome to the companion website for

Minding The Markets

An Emotional Finance View of Financial Instability

by David Tuckett

Introduction
This site aims to provide further information about the methods used in the study of money managers described in the book. It includes some details of who they were (the sample) and what they were asked (the interview schedule) as well as minimally edited transcripts of the four interviews which were the basis for the discussion of ‘Four Fund Managers’ in Chapter 2.

The core findings are based on drawing conclusions from the interviews analysed by drawing random examples. Five randomly drawn examples are presented to support each of the core points.

        1. Whom did Iinterview in 2007?

        2. 2007 Interview Schedule

3.      Four Sample Interview Transcripts

a.      Fred Bingham

b.      George Monroe

c.      Mark Devreaux

d.      Duncan Smith

4.      How the data was analysed and selected for presentation. Randomly generated examples of ratings that support the main findings.

a.      Investment Strategies as covering stories

                                                              i.      Stock-picking examples

                                                             ii.      Quant examples

b.      How satisfied decisions were reported

                                                              i.      Alan Thomas

                                                             ii.      Frances Shaw

                                                           iii.      Gordon Hamilton

                                                          iv.      Leonard Frost

c.      How dissatisfied decisions were reported.

                                                              i.      Andrew Smythe

                                                             ii.      Morris Lawn

                                                           iii.      Gordon Hamilton

                                                          iv.       Brad Johnston

d.      Five randomly selected examples of ‘‘Buy’ scripts rated as referring to the ‘amazing characteristics’ of stocks.

                                                              i.      Newspaper (Gordon Hamilton)

                                                             ii.      Often Dangerous Country (Nick South)

                                                           iii.      Leave It with Us (Fred Bingham)

                                                          iv.      Basic Resource (Roman Bone)

                                                            v.      Car Engineering (Leonard Frost)

e.      Five randomly selected examples of ‘Buy’ scripts rated as referring to the ‘secure characteristics’ ofstocks.

                                                              i.      Car (Mark Devreaux)

                                                             ii.      Cigs (Quinton Matthews)

                                                           iii.      Sound Healthcare (Fred Bingham)

                                                          iv.      Real Estate (Ashley Crawford)

                                                            v.      GovTel (Ben Hann)

f.       Five randomly selected examples of ‘Buy’ scripts rated where the story referred to the respondent’s idea that s/he had in this instance a ‘special ability to see the truth’.

                                                              i.      Fastfoods (George Monroe)

                                                             ii.      NewishAir (Ed Morse)

                                                           iii.      Long-Short Deal (Tristan Cooper)

                                                          iv.      Lend (Duncan Smith)

                                                            v.      Utility (George Monroe)

g.      Five randomly selected examples of ‘Buy’ scripts where the story referred to solid trustworthy management features.

                                                              i.      Drains (Morris Lawn)

                                                             ii.      Eastern Bank (Colin Menton)

                                                           iii.      Eastern Lux (Alan Thomas)

                                                          iv.      Houses (Roman Bone)

                                                            v.      LatinTel (Colin Menton)

h.      Five randomly selected examples of ‘Buy’ scripts where the story referred to the respondent’s satisfaction with his/her ability to control their own emotion.

                                                              i.      Not Known Resource (James Talbot)

                                                             ii.      Greatsmoke (George Monroe)

                                                           iii.      Good Resource (Francine Taylor)

                                                          iv.      Goodfoods (George Monroe)

                                                            v.      Very Large Company (Chen Chang)

i.        Five randomly selected examples of ‘Buy’ scripts where the story referred to the respondent’s satisfaction he/she had found a company with monopoly-type power .

                                                              i.      Asian Telecom (Charlie Fraser)

                                                             ii.      Bright Computer (Andrew Smythe)

                                                           iii.      Eastern Bank (Alan Thomas)

                                                          iv.      BrightStore (Novak Jones)

                                                            v.      Amazing Glass (Fred Bingham)

 

Other areas of interest: