This Week’s Best Investing Reads
Thursday, March 1, 2018 · Johnny Hopkins
Here is a list of this week’s best investing reads:
Questions For the Next Bear Market (A Wealth of Common Sense)
The Falling Marginal Productivity of Debt (csinvesting)
The ‘Index Of The Volume Of Speculation’ Hits A New Record High (The Felder Report)
Why Doesn’t More Money Make Us Happy? (The Irrelevant Investor)
The Next Warren Buffett Will Be a Woman (Bloomberg Gadfly)
Philip Carret, Value Investor on Wall Street Week with Louis Rukeyser H/T Ian Cassel (YouTube)
The Law of Unintended Consequences: Shakespeare, Cobra Breeding, and a Tower in Pisa (Farnam Street)
Successful investing is having everyone agree with you………..later (The Reformed Broker)
Solving The Most Difficult Problem In Finance (Of Dollars And Data)
Obvious Things That Easily Escape Attention (Collaborative Fund)
The Most Undervalued Page In Buffett’s Annual Letter (Forbes)
Verdad Advisers’ Rasmussen Says Expectations for PE Are ‘Crazy’ Video (Bloomberg)
Fast Food Pioneer Glen Bell and the founding of Taco Bell (Intelligent Fanatics)
Do Activists Turn Bad Bidders into Good Acquirers? (papers.ssrn)
The Compelling Case for Value (Causeway Capital)
Saber Capital Discussion with Googlers (Base Hit Investing)
This Week’s Best Investing Tweets
Interesting chart from a firm called Semper Augustus via a buddy of mine: In all indexes, all of the performance in 2017 was narrowly clustered in the biggest of the big stocks. The smallest stocks went backwards. pic.twitter.com/DeZnvZtZcY
— Tobias Carlisle (@Greenbackd) March 1, 2018
Will be posting a few charts on $BRKA – currently, retained earnings is $256 billion. Ten years ago, retained earnings account was $72 billion. 20 years ago it was $11 billion. More than HALF of Berkshire's retained earnings have come in the past five years. pic.twitter.com/yk7iEkGNha
— The Rational Walk (@rationalwalk) February 25, 2018
latest analysis of my tracking of 50 MFI stocks from screen for a year once a month. February 24, 2017 – 2018… not very good on relative basis. @Greenbackd
Read all about it.https://t.co/VE3tnaTv7A pic.twitter.com/4iPZBv9wIy— marshall grossack (@MGrossack) February 24, 2018