This Week’s Best Investing Reads 08/10/2018

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Here is a list of this week’s best investing reads: The Longest Bull Market of All-Time? (The Irrelevant Investor) What People Will Pay For (The Reformed Broker) Strategy vs. Tactics: What’s the Difference and Why Does it Matter? (Farnam Street) If It Sounds Too Good to Be True… (A Wealth of Common Sense) Value Investors Struggle–What Happened? (csinvesting) The Dangers of Persistence (Safal Niveshak) The Heroic Assumptions Behind Today’s Unprecedented Equity … Read More

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

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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 Stocks Investors Should Be Worried About (The Felder Report) 4 Lessons From … Read More

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

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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) Would You Have Found Berkshire Hathaway In 1975? (Morningstar) Earnings … Read More

This Week’s Best Investing Reads 07/20/2018

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Here is a list of this week’s best investing reads: Pareto [Awesome Chart Every Investor Should See] (The Irrelevant Investor) Tech stocks contributed 98% of the S&P 500’s 2018 gain (The Reformed Broker) Mindsets: Optimism vs. Complacency vs. Pessimism (Collaborative Fund) Gold in $US to be at $0.00 in 2020; TREASURE CHEST!; Breaking Biases (csinvesting) Stock Analysis and the Illusion of Control (Safal Niveshak) “The market is rolling … Read More

This Week’s Best Investing Reads 07/13/2018

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Here is a list of this week’s best investing reads: Some Considerations For Investing Globally (A Wealth of Common Sense) 50 Years of Financial History in Ten Minutes–The Yield Curve Comes Alive (csinvesting) Looking For Value In All The Wrong Places (The Felder Report) Amazon as a Value Stock? Believe It (Bloomberg) The Nine Essential Conditions to Commit Massive Fraud (The Reformed Broker) What Would … Read More

This Week’s Best Investing Reads 07/06/2018

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Here is a list of this week’s best investing reads: Sustaining Wealth is Harder Than Getting Rich (A Wealth of Common Sense) Markets Go Up and Down; Shorting Stocks (csinvesting) If You Say Something Is “Likely,” How Likely Do People Think It Is? (Michael Mauboussin) The Broker Who Saved America (The Reformed Broker) What Have You Done For Me Lately? (The Irrelevant … Read More

This Week’s Best Investing Reads 06/29/2018

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Here is a list of this week’s best investing reads: 36 Obvious Investment Truths (A Wealth of Common Sense) Double Loop Learning: Download New Skills and Information into Your Brain (Farnam Street) Cliff Asness Sets The Quant and Hedge Fund Record Straight (video) (WealthTrack) Same Old Greed In A Shiny New Wrapper (The Felder Report) It’s a big club, and you ain’t in it (The Reformed Broker) Twists and … Read More

Schroders: Why Value Investing May Be Primed To Bounce Back

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Schroders have just released a great report on the future of value investing saying value investing may now be primed for a comeback. Here’s an excerpt from that report: It has been a miserable decade for the value style of investing, whose performance has languished behind its rival growth style. The recent low growth and low interest rate environment is largely … Read More

This Week’s Best Investing Reads 06/22/2018

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Here is a list of this week’s best investing reads: 100 to 1; Sales; Hedge Fund Pop Quiz (csinvesting) Why The Next Bear Market May Feel More Painful (A Wealth of Common Sense) Tails, You Win (Collaborative Fund) Hostages (The Reformed Broker) Pain Plus Reflection Equals Progress (Farnam Street) The Geometry of Wealth (The Irrelevant Investor) The Evil Hours (Of Dollars and Data) The #1 Rule in Investing (Pension Partners) Mistakes were Made. (And, Yes, by … Read More

This Week’s Best Investing Reads 06/15/2018

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Here is a list of this week’s best investing reads: Deductive vs Inductive Reasoning: Make Smarter Arguments, Better Decisions, and Stronger Conclusions (Farnam Street) Is the U.S. Due For a Recession? (A Wealth of Common Sense) What Do Clients Want? (The Irrelevant Investor) User and Subscriber Businesses: The Good, the Bad and the Ugly! (Musings On Markets) Repeating Themes (Collaborative Fund) If You Know You Know (The Reformed Broker) … Read More

The Long Term Problem With Growth Stocks

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There’s always lots of discussion about the performance of growth stocks versus value stocks. With this in mind here’s a great article at The Globe and Mail by George Athanassakos, a professor of finance and the Ben Graham Chair in Value Investing at the Richard Ivey School of Business, University of Western Ontario. Here’s an excerpt from that article: I … Read More

Why Value Investors Shouldn’t Give Up Just Yet

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Here’s a great article by John Reese at The Globe and Mail which highlights the importance of sticking with a value investing strategy despite its recent underperformance saying: “Investors shouldn’t abandon value investing, either. If anything, the recent decade-long drought should foretell a reckoning is coming as rising interest rates benefit value stocks.” Here is an excerpt from that article: While … Read More

This Week’s Best Investing Reads 06/08/2018

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Here is a list of this week’s best investing reads: Experience is Overrated (A Wealth of Common Sense) The Next Fifty Years (The Irrelevant Investor) The Psychology of Money (Collaborative Fund) The Economy is on Fire (The Reformed Broker) Bitcoin, Blockchain, and Money (csinvesting) To Succeed at Value Investing, You Need to Change (GuruFocus) ‘For investors, the danger is already here,’ warns world’s largest hedge fund (MarketWatch) “Proprietary Product Distribution” … Read More

Forbes: Is Value Investing For Losers? No, So Don’t Get Tricked

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Here’s a recent article at Forbes that discusses the cyclical nature of value investing and the importance of sticking with a value strategy during periods of underperformance, like the most recent one, saying: “This cycle is deep into the “growth dominates” phase, but the last thing you should do is to discount (pun intended) the role and usefulness of a … Read More

Jason Zweig: How Companies Use the Latest Profits Fad to Fool You

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Here’s a great article by Jason Zweig at the WSJ which discusses how companies use the latest profits fad to fool investors: Eighty-six years ago this week, the stock market hit its worst low. Today, with markets near all-time highs, things aren’t as different as you might think. Then, as now, companies and investors were engaged in a massive power … Read More

This Week’s Best Investing Reads 06/01/2018

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Here is a list of this week’s best investing reads: 3 Misconceptions About Interest Rates (A Wealth of Common Sense) Never Begin With the End in Mind (The Irrelevant Investor) Combatting F.O.M.B.E.Y. (The Reformed Broker) What’s Behind The Rapid Plunge In The ‘Smart Money Index’? (The Felder Report) Banks Won Big in Washington. What It Means for Investors (Jason Zweig) Notes From London Value Investor Conference 2018 (Market Folly) Howard Marks Warns … Read More

This Week’s Best Investing Reads 05/25/2018

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Here is a list of this week’s best investing reads: The Pygmalion Effect: Proving Them Right (Farnam Street) Stocks prices are a proxy for our beliefs about the future (The Reformed Broker) Condemned to Repeat the Mistakes of the Past (csinvesting) On Second Thought… (The Irrelevant Investor) To Be A New Fool In The World (Jason Zweig) Thinking Outside the Box (A Wealth of Common Sense) Here’s why Warren Buffett … Read More

This Week’s Best Investing Reads 05/18/2018

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Here is a list of this week’s best investing reads: Stanley Druckenmiller’s Big Mistake (The Irrelevant Investor) Just Half a Percent (A Wealth of Common Sense) Push and Pull (The Reformed Broker) Spies, Crime, and Lightning Strikes: The Value of Probabilistic Thinking (Farnam Street) The Art of Contrary Thinking (csinvesting) If Collaborative Fund Invested in Public Stocks (Collaborative Fund) Notes From Sohn New York Investment Conference 2018: Einhorn, Robbins, Gurley & More … Read More