This Week’s Best Investing Reads 2/15/2019

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Here’s a list of this week’s best investing reads: Getting Ahead By Being Inefficient (Farnam Street) How to Wreck a Pension Plan in 3 Easy Steps (A Wealth of Common Sense) History Is Written By The Victors (The Financial Bodyguard) January 2019 Data Update 8: Dividends and Buybacks – Fact and Fiction (Aswath Damodaran) Miss the Worst Days, Miss the Best Days (The Irrelevant Investor) Star Stockpicker Exits the … Read More

This Week’s Best Investing Reads 2/8/2019

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Here’s a list of this week’s best investing reads: The Best Hedge Fund Manager of All Time Is… (Institutional Investor) Even God Couldn’t Beat Dollar-Cost Averaging (Of Dollars & Data) Simple vs. Complex, 2018 Edition (A Wealth of Common Sense) Compounding Knowledge (Farnam Street) If This Isn’t Stock Manipulation, I Don’t Know What Is (The Felder Report) Two Risks That Ruin Long-Run Investing (Two Centuries) It Was a … Read More

This Week’s Best Investing Reads 2/1/2019

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Here’s a list of this week’s best investing reads: Yuval Noah Harari: Why We Dominate the Earth (Farnam Street) Who Owns All the Stocks & Bonds? (A Wealth of Common Sense) Origins of Greed and Fear (Collaborative Fund) The Single Greatest Error (The Irrelevant Investor) Value investing is long on virtue but has been short on reward (The Economist) Populism + Weakening Economy + Limited Central Bank … Read More

This Week’s Best Investing Reads 1/25/2019

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Here’s a list of this week’s best investing reads: The Biggest Returns (Collaborative Fund) Samuel Andrews: The Man With the Billion Dollar Ego (Farnam Street) Pulling In Their Horns (The Reformed Broker) Diversification is (Almost) Undefeated (A Wealth of Common Sense) The Investor Seth Klarman, in a Rare Interview, Offers a Warning. Davos Should Listen (The New Yorker) Is the U.S. Stock Market Bubble Bursting? (GMO) Why Blaming ‘Algos’ … Read More

This Week’s Best Investing Reads 1/18/2019

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Here’s a list of this week’s best investing reads: How to Do Great Things (Farnam Street) What I Learned From Jack Bogle (A Wealth of Common Sense) Stock Markets and the Rule of Law (The Reformed Broker) Caveat Investor? (Cliff Asness) Buy Low, Buy High (The Irrelevant Investor) Billionaire Sam Zell Buys Gold for First Time in Bet on Tight Supply (Bloomberg) Notes From Sohn London Investment Conference (Market … Read More

This Week’s Best Investing Reads 1/11/2019

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Here’s a list of this week’s best investing reads: How Not to Be Stupid (Farnam Street) 10 Things Investors Can Expect in 2019 (A Wealth of Common Sense) The Art of the Deal, 2019 (The Reformed Broker) Wild Expectations (Collaborative Fund) Seven Big Ideas from Fooled by Randomness (Safal Niveshak) A History of Bear Market Bottoms (The Irrelevant Investor) ‘You Have To Know The Past To Understand The Present’ (The Felder Report) Investing is hard. … Read More

This Week’s Best Investing Reads 12/21/2018

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Here’s a list of this week’s best investing reads: The Spacing Effect: How to Improve Learning and Maximize Retention (Farnam Street) Prediction vs. Preparation (A Wealth of Common Sense) Unforced Errors (The Reformed Broker) Did The Fed Just Make Another Mistake? (The Felder Report) Why Value Investing Is Making A Comeback (US News) Surveying the Damage (The Irrelevant Investor) 30 Principles from “Pre-Suasion” by Robert Cialdini (Samuel Woods) After a … Read More

This Week’s Best Investing Reads 12/14/2018

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Here’s a list of this week’s best investing reads: Why Small Habits Make a Big Difference (Farnam Street) Normal Accidents in the Stock Market (A Wealth of Common Sense) Mind the Gap (Humble Dollar) CNBC’s full interview with Paul Tudor Jones (CNBC) Asset Owners Are Falling Out of Love With Index Funds (Institutional Investor) Rational vs. Reasonable (Collaborative Fund) 3 Things To Learn From Market Speculator Victor Niederhoffer … Read More

This Week’s Best Investing Reads 12/7/2018

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Here’s a list of this week’s best investing reads: Love, Happiness, and Time (Farnam Street) The Market Right Now Doesn’t Care How Fantastic Your Stocks Are (Vitaliy Katsenelson) The 80-Hour Workweek (A Wealth of Common Sense) Facebook Is Undervalued (Base Hit Investing) The Law of Large Numbers (The Irrelevant Investor) Why Smart People Are Vulnerable to Putting Tribe Before Truth (Scientific American) Google’s “Other Bets” (The Reformed Broker) Alexa, How Can I Get Rich? (Safal … Read More

This Week’s Best Investing Reads 11/30/2018

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Here’s a list of this week’s best investing reads: Battling Entropy: Making Order of the Chaos in Our Lives (Farnam Street) My favorite analogy for stocks vs the economy (The Reformed Broker) Why BRK? (The Brooklyn Investor) The Stock Market Doesn’t Care About You (A Wealth of Common Sense) Selfish Writing (Collaboratve Fund) The Nifty Fifty (The Irrelevant Investor) The Fed Warns The ‘Drop In Asset Prices Might Be Particularly Large’ (The Felder … Read More

This Week’s Best Investing Reads 11/22/2018

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Here’s a list of this week’s best investing reads: There’s Seldom Any Traffic on the High Road (Farnam Street) Surveying the Damage in Stocks (A Wealth of Common Sense) Yards After Contact (The Reformed Broker) To Succeed In The Markets You Must Become A ‘Second Level Thinker’ (The Felder Report) Humble Exits (Collaborative Fund) Price is set at the margin (csinvesting) A Little Perspective (Humble Dollar) Timing the Market (The Irrelevant Investor) Four Things Leonardo da … Read More

This Week’s Best Investing Reads 11/16/2018

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Here’s a list of this week’s best investing reads: How This All Happened (Collaborative Fund) Defensive Decision Making: What IS Best v. What LOOKS Best (Farnam Street) Family Inc. (Humble Dollar) Playing with Fire (The Reformed Broker) What If You Retire At a Stock Market Peak? (A Wealth of Common Sense) Why Warren Buffett Would Be Buying Precious Metals Again Today (If He Could) (The Felder Report) Ray Dalio – What are … Read More

This Week’s Best Investing Reads 11/09/2018

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Here’s a list of this week’s best investing reads: What’s Staying the Same (Farnam Street) The McRib Effect (Of Dollars & Data) Tiny Improvements, Big Results (A Wealth of Common Sense) I Remember When (The Irrelevant Investor) When Things Get Wild (Collaborative Fund) Will the stock market celebrate gridlock? (The Reformed Broker) The Quant Frontier (Jamie Catherwood) In Praise of Mediocrity, Being Happy, And Learning How to Learn (Safal Niveshak) Has Buffett Lost It?! (The … Read More

This Week’s Best Investing Reads 11/02/2018

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Here’s a list of this week’s best investing reads: The Surprising Power of The Long Game (Farnam Street) The Relative Anchor in Rates (A Wealth of Common Sense) A Top or The Top? (The Irrelevant Investor) Shiller: Stocks Could Rise Higher Before They Fall (Validea) Tax-Loss Selling: A Silver Lining in Volatile Markets (Morningstar) An October Surprise? Making Sense of the Market Mayhem! (Aswath Damodaran) … Read More

This Week’s Best Investing Reads 10/26/2018

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Here’s a list of this week’s best investing reads: And now…a reality check (The Reformed Broker) Hemingway, a Lost Suitcase, and the Recipe for Stupidity (Farnam Street) DotCom Deja Vu (The Felder Report) Can the Stock Market Predict The Next Recession? (A Wealth of Common Sense) Value Investing Claims Another Casualty as $5 Billion SPO Shuts (Bloomberg) Rube Goldberg (Collaborative Fund) All You Need to Do … Read More

This Week’s Best Investing Reads 10/19/2018

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Here’s a list of this week’s best investing reads: How the Many Sides to Every Story Shape our Reality (Farnam Street) The Worst Kind of Bear Market (A Wealth of Common Sense) Haste Makes Waste (Collaborative Fund) These Are the Goods (The Irrelevant Investor) The Laws of Medicine (Barel Karsan) “There Ain’t Gonna Be No Core” (Jason Zweig) Overfitting & Underfitting – Machine Learning in Equity … Read More

This Week’s Best Investing Reads 10/12/2018

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Here’s a list of this week’s best investing reads: You Never Know (A Wealth of Common Sense) Time Horizon vs Endurance (Collaborative Fund) U-G-L-Y (The Irrelevant Investor) And then they came for the tech stocks… (The Reformed Broker) Lessons from Howard Marks’ New Book: “Mastering the Market Cycle – Getting the Odds on Your Side” (25iq) Delivering Happiness (Barel Karsan) Economic Bears Throw In … Read More

This Week’s Best Investing Reads 10/05/2018

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Here’s a list of this week’s best investing reads: Different Kinds of Smart (Collaborative Fund) What If Stocks Don’t Crash… (A Wealth of Common Sense) Excellent Article: The Psychology of Money (csinvesting) Sex on the Beach with Montaigne and Descartes (Farnam Street) The Nine Essential Conditions to Commit Massive Fraud (The Reformed Broker) The End is Nigh (The Irrelevant Investor) “In Defense of Diversification” (Jason Zweig) Yes, The Stock Market Is Just As ‘Stupid-Bat-$hit-Crazy Expensive’ … Read More

Sequoia Fund Q3 2018 Letter: David Poppe Retiring

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The Sequoia Fund recently released its Q3 2018 Letter. For the third quarter of 2018, Sequoia Fund generated a total return of 4.01%, net of fees, versus a 7.71% return for the Standard & Poor’s 500 Index. The Fund generated an 11.45% total return year-to-date through September 30, 2018 versus a 10.56% return for the Index. Biggest news in the Q3 2018 letter … Read More

This Week’s Best Investing Reads 09/28/2018

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Here’s a list of this week’s best investing reads: Winner Takes it All: How Markets Favor the Few at the Expense of the Many (Farnam Street) Knowledge vs. Skill (A Wealth of Common Sense) Dear Future Me (Above The Market) Make No Mistake (The Reformed Broker) Meditations on Mortality in Life and Investing (Safal Niveshak) Value Vs. Growth Stocks: Growth Continues To Crush Value Investing, But This Big Risk Looms … Read More