This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s some of this week’s best investing reads: Hot Stock Rally Tests The Patience Of A Choosy Lot: Value Investors (WSJ) Business vs. Investing, w/ Jason Zweig and Morgan Housel – [Invest Like the Best, EP.50] (The Investor’s Fieldguide) The Canadian Housing Market is Bananas (A Wealth of Common Sense) Risks Are Rising While Low Risks Are Discounted (Ray Dalio – LinkedIn) Investing Matters: To Companies … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: The Biggest Common Investment Errors (A Wealth of Common Sense) The Market Really Is Different This Time (Jason Zweig) Stock Picking vs. Portfolio Construction The Role of Checklists (Fundoo Professor) If This is 1929… (The Irrelevant Investor) Bull Trap? (The Felder Report) A Dozen Lessons about Business and Investing from Poker (25iq) Inverting the Money Problem (Safal Niveshak) Warren Buffett talks about his Mentor Benjamin Graham (We … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: A Millennial’s Rebuttal (The Irrelevant Investor) By This Measure The Current Stock Market Bubble Is Far Bigger Than The Dotcom Bubble (The Felder Report) a modest proposal (The Reformed Broker) The Crypto Currency Debate: Future of Money or Speculative Hype? (Musings On Markets) How Filter Bubbles Distort Reality: Everything You Need to Know (Farnam Street) Investing in the Misunderstood (MicroCapClub) Asymmetric Polarization (The Big Picture) … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs 1. A Dozen Lessons on Investing from Ed Thorp (25iq) 2. The Biggest Stocks (A Wealth of Common Sense) 3. “Worrying is a serious offense” (Above The Market) 4. Academic Research Insight: When Does International Investing Make Sense? (Alpha Architect) 5. Three Lessons from the Bernie Madoff Scandal (CFA Institute Enterprising Investor) 6. A Fanatic is One Who Can’t Change his … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Few Bets. Big Bets. Infrequent Bets (Chai with Pabrai) Ten Rules For Catching A Bottom (The Irrelevant Investor) Billionaire Mario Gabelli: ‘I’m glad that Amazon comes along and knocks off everybody’  (Dataroma) I bought my first Bitcoin (The Reformed Broker) Every Great Investment Hurts (Collaborative Fund) Value investing and risk: What you will not learn at university (The Globe and … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Why Simple Beats Complex (A Wealth of Common Sense) Investing Successfully is Really Hard (Above The Market) Tactical Asset Allocation: Does the Day of the Month Matter? (Alpha Architect) Emerging Market Equities: Unloved and Under-Owned (CFA Institute Enterprising Investor) The Reasonable Formation of Unreasonable Things (Collaborative Fund) Active Listening (Farnam Street) A (Long) Chat with Peter L. Bernstein (Jason Zweig) Fairholme Capital Management Jun … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Charlie Munger’s “The Psychology of Human Misjudgement” – Animated Version (Hurricane Capital) Eugene Fama: Stick with Basic Factors (CFA Institute Enterprising Investor) Finding Good Capital Allocators; The Problems with Using Sentiment (csinvesting) The Best Way To Add Yield To Your Portfolio (Meb Faber Research) Lessons Learned After Almost a Year (The Investor’s Field Guide) Wise Words from Seth Klarman and Howard … Read More

This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017

Johnny HopkinsValue Investing News Comments

Each week Tobias and I pick out the best investing reads from our Top 50 Investing Blogs 2017. Here’s what we’ve been reading: Acquirer’s Multiple & the Quest for Value (Old School Value) How to Invest in an Overvalued Market (A Wealth of Common Sense) Factor Investing: Evidence Based Insights (Alpha Architect) The Jeff Bezos Empire in One Giant Chart (Visual Capitalist) Investor Returns Hurt by Attempts to … Read More

This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017

Johnny HopkinsValue Investing News Comments

Each week Tobias and I pick out the best investing reads from our Top 50 Investing Blogs 2017. Here’s what we’ve been reading: My Friend is Beating Me (The Irrelevant Investor) 14 Things the Market Does Not Care About  (A Wealth of Common Sense) Does Momentum Work With Value Investing (csinvesting) There are only two other times in history when stocks were more expensive … Read More

44% Of Fund Managers Say Stocks Are Overvalued

Johnny HopkinsValue Investing News Comments

A recent article at Bloomberg says U.S. stocks are the most overvalued investment in the world. At least that’s what institutional investors say. Here’s an excerpt from that article: A record 44 percent of fund managers polled in a monthly survey from Bank of America Merrill Lynch see equities as overvalued, up from 37 percent last month. The technology-heavy Nasdaq Composite … Read More

So Value Investing Is Not Dead According To Goldmans

Johnny HopkinsValue Investing News Comments

I had to smile when I read this article on Bloomberg titled, Goldman Sachs Mulls the Death of Value Investing. The article states: There isn’t much value in value investing these days. The value-factor strategy of buying stocks with the lowest valuations and selling those with the highest, pioneered by Eugene Fama and Kenneth French and espoused by none other than … Read More

It Appears To Be Time For Value Stocks To Shine Again

Johnny HopkinsValue Investing News Comments

Recent article at The Street says, it appears to be time for value stocks to shine again. The trend reversal is likely to last for years, rather than weeks or months. Here’s an excerpt from that article: Traditional “value” investing used to mean buying near the bottom of a stock’s yearly price range and when its price/earnings multiple was depressed. … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Don’t Be Fooled By High Dividend Yields (A Wealth of Common Sense) Satisfaction Yield (The Irrelevant Investor) Today Is Not Just Like 1987 (The Fat Pitch) Portrait Of A Stock Bubble – Dave Kranzler (Sprott Money) Conversation With Jesse Felder (ValueWalk) “I’m Very Concerned” Elliott’s Singer Says Market Risks Higher Today Than 2008 (Zero Hedge) Mark … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Free Reading: Dear Fellow Shareholders (Hurricane Capital) The Unintended and Deleterious Societal Consequences of Quantitative Easing (The Felder Report) Mohnish Pabrai On The Mistake Of Selling Ferrari (ValueWalk) How Many Will Stay the Course During the Next Bear Market? (A Wealth of Common Sense) Axel Merk: “Investing Is Not About Bragging Rights … Read More

Barrons – Behavioral Obstacles to Successful Value Investing

Johnny HopkinsValue Investing News Comments

We’re always on the look out for the latest value investing news here at The Acquirer’s Multiple – Stock Screener. I recently found a great value investing article at Barron’s by Robert Johnson, the President and CEO of the American College of Financial Services. Johnson writes, “In an ADHD world, patience is, unfortunately, in short supply. Advisors who face regular questioning from … Read More