This Week’s Best Investing Reads 08/3/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: The Spectrum of Financial Dependence and Independence (Collaborative Fund) The 3 Levels of Wealth (A Wealth of Common Sense) No, No, No (The Irrelevant Investor) Once in a lifetime, if you’re lucky (The Reformed Broker) The Untapped Market That’s Ripe For Activists (Institutional Investor) It’s More Than Just FANG … Read More

David Einhorn: “Right Now The Market Is Telling Us We Are Wrong, Wrong, Wrong About Nearly Everything”

Johnny HopkinsDavid Einhorn, Investing StrategyLeave a Comment

David Einhorn recently released his Q2 2018 shareholder letter. It’s been another difficult quarter for Greenlight Capital losing an additional (5.4)%, and bringing the Greenlight Capital funds’ (the “Partnerships”) year-to-date loss to (18.3)%. In a quarter when the S&P 500 index returned 3.4%, bringing its year-to-date return to 2.6%. Despite the … Read More

The Value Premium: What This Indicator Is Telling Us About The Business Cycle

Johnny HopkinsGeorge Athanassakos, Investing ResearchLeave a Comment

Here’s a great article by George Athanassakos at The Globe and Mail. Athanassakos is a finance professor and the Ben Graham Chair in Value Investing at the Richard Ivey School of Business, University of Western Ontario. He’s discussing a recent paper titled The Value Premium and Expected Business Conditions, which illustrates … Read More

This Week’s Best Investing Reads 07/27/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: There’s No Such Thing as Mosquito Week (A Wealth of Common Sense) Thinking Big and Survivorship Bias (The Irrelevant Investor) “How do you start a life these days?” (The Reformed Broker) Why It Might Be A Good Time To Revisit Ray Dalio’s 1937 Analog (The Felder Report) … Read More

TAM Stock Screener – Undervalued Silvercorp Metals Inc (NYSEAMERICAN: SVM)

Johnny HopkinsStock ScreenerLeave a Comment

One of the cheapest stocks in our All Investable Stock Screener is Silvercorp Metals Inc (NYSEAMERICAN: SVM). Silvercorp Metals Inc (Silvercorp) is a mineral mining company. It acquires, explores, develops, and mines precious and base metal mineral properties at its producing mines and exploration and development projects in China. Its segments are … Read More

Horizon Kinetics: Great News For Active Investors – The History Of Passive Investing Over The Past 20 Years

Johnny HopkinsInvesting StrategyLeave a Comment

One of the shareholder letters we really look forward to reading is the one from Horizon Kinetics. In their recently released Q2 2018 letter Horizon Kinetics provides some interesting research and commentary on the performance of passive investing over the past 20 years. The results may surprise many investors saying: … Read More