This Week’s Best Investing Reads 4/26/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Anatomy of a Great Decision (Farnam Street) The Problem With Most Financial Advice (Of Dollars and Data) What a Strange Round Trip It’s Been (A Wealth of Common Sense) The Intangibles of Assessing Management Quality (Safal Niveshak) Three Reasons You’re Never Satisfied (The Reformed Broker) … Read More

Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yield

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https://www.youtube.com/watch?v=g45heRGKrpE?start=1492 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why ‘covered calls’ are a great strategy for enhancing yield, saying: Tim Travis: Sure. So, covered calls we use less frequently, but it’s a great strategy to enhance the yield. So, if you have a dividend … Read More

How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protection 

Johnny HopkinsPodcasts7 Comments

https://www.youtube.com/watch?v=g45heRGKrpE?start=1294 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses how ‘cash secured puts’ provide investors with downside price protection, saying: Tim Travis: Yeah. So, a cash secured put just means you’re not necessarily exploiting the margin factor. So, if we’re selling just a stock, let’s … Read More

This Week’s Best Investing Reads 4/19/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Warren Buffett: The Greatest Factor Investor of All Time? (CFA Institute) How to Improve Your Risk-Adjusted Returns (The Irrelevant Investor) The Importance of Working With “A”Players (Farnam Street) Investing Do’s and Don’ts (Morningstar) Looking for Easy Games in Bonds (Michael Mauboussin) Investors … Read More

Value portfolios formed on P/CF are underperforming glamour by the widest margin *EVER* going back to 1951 — 59%

Tobias CarlisleStock ScreenerLeave a Comment

The chart below shows the relative performance (blue, left-hand side) and underperformance from the nearest peak (orange, right-hand side) of value-weighted decile portfolios formed on price-to-cash flow from 1951 to February 2019. Value is currently enduring its deepest relative underperformance ever. In December last year, the value decile of portfolios … Read More

Warren Buffett: You Don’t Want To Buy Stock In The Company That Has To Do Everything Right

Johnny HopkinsInvesting Strategy, Warren BuffettLeave a Comment

Here’s a great recent interview with Warren Buffett speaking to Becky Quick at CNBC. During the interview Buffett, while speaking about Apple, provides some great insights into why investors should not buy stocks in companies that have to do everything right, saying: Apple, I’d love to see them succeed. That’s … Read More

(Ep.6) The Acquirers Podcast: Michael Batnick of Ritholz Wealth Management – Big Mistakes, The Best Investors And Their Worst Trades

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Summary In Episode 6 of The Acquirer’s Podcast, Tobias interviews Michael Batnick, the Director of Research at Ritholz Wealth Management and author of Big Mistakes: The Best Investors and Their Worst Investments. During the interview Michael discusses: How He First Met Josh Brown (Author of The Reformed Broker Blog) Some … Read More

This Week’s Best Investing Reads 4/12/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: You Have To Live It To Believe It (Collaborative Fund) Current Events (csinvesting) Aswath Damodaran – Lyft overvalued here, according to the dean of valuation (YouTube) Five Crashes (Humble Dollar) Danger Zone: Traditional Value Investors (Forbes) Investing In Shipping Stocks: Lessons From Walter Schloss … Read More