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

This Week’s Best Investing Reads 09/21/2018

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Here’s a list of this week’s best investing reads: Predicting the Future with Bayes’s Theorem (Farnam Street) Jeff Bezos with David Rubenstein at the Economic Club of Washington DC (The Reformed Broker) Revisiting the Fall of 2008 (A Wealth of Common Sense) Fool Me Three Times And I Give Up (Collaborative Fund) Siegel vs. Shiller: Is the Stock Market Overvalued? (Knowledge@Wharton) Warren Buffett and Jack Bogle agree on … Read More

This Week’s Best Investing Reads 09/14/2018

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Here’s a list of this week’s best investing reads: Ser Jamie (The Reformed Broker) Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts! (Aswath Damodaran) Is Software Eating Value Investing (A Wealth of Common Sense) Long-Term News (Collaborative Fund) Fraud, Lies, Social Proof, and the Will to Believe: Theranos (csinvesting) Comprehensive Review of EV/EBITDA (Michael Mauboussin) Ikigai Is Why You Shouldn’t Be Afraid Of Retirement (Financial Samurai) When You … Read More

This Week’s Best Investing Reads 09/07/2018

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Here’s a list of this week’s best investing reads: The Decision Matrix: How to Prioritize What Matters (Farnam Street) I Quit My Dream Job Because There’s Sadly No Such Thing (Financial Samurai) The Unreachables (The Reformed Broker) What Does it Mean to be a Financial Expert? (The Irrelevant Investor) Lessons Learned Since the Financial Crisis (Validea) Could Index Funds Become Too Popular? (A Weath of Common Sense) The 9 Biases of Value … Read More

This Week’s Best Investing Reads 08/31/2018

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Here is a list of this week’s best investing reads: Why Doesn’t The Stock Market Care About the News? (A Wealth of Common Sense) The Disproportional Power of Anecdotes (Farnam Street) Show me the incentives and I will show you the outcome (The Reformed Broker) The Forgotten Bear Market (The Irrelevant Investor) For Whom The Economy Grows (NY Times) Bad News (Humble Dollar) “The First Totally Honest Stock Market Story” (Jason Zweig) … Read More

This Week’s Best Investing Reads 08/24/2018

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Here is a list of this week’s best investing reads: $350 Discount for Acquirer’s Multiple Subscribers – Value Invest New York – Featuring Joel Greenblatt, Howard Marks, Robert Hagstrom, Dave Iben and others Sometimes (The Reformed Broker) The Half-Life of Investment Strategies (A Wealth of Common Sense) People vs. Companies (Collaborative Fund) Case Study on Managing A Company (csinvesting) 10 Reasons Why It’s Tough to be a … Read More

This Week’s Best Investing Reads 08/17/2018

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Here is a list of this week’s best investing reads: The Scapegoat (The Irrelevant Investor) If You’re a Seller, Sell Now. If You’re a Buyer, Wait. (The Reformed Broker) 8 Questions I’ve Been Pondering (A Wealth of Common Sense) Joel Greenblatt Mixes Active and Passive In the Same Fund (Barron’s) You Aren’t Going To Be Right All The Time (MicroCap Club) The Trajectory of Great Ideas (Collaborative Fund) … Read More

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