Category Archive

This week’s best investing news: Howard Marks Memo – Selling Out (Oaktree) Thank You for Speculating (Jamie Catherwood) Mr. Market Is Now Very Impressed With Apple (Felder) 7 Principles For A Perfect Portfolio (Validea) The Perfect Portfolio (Verdad) Value Investing Live Recap: Vitaliy Katsenelson (GuruFocus) Anomaly Ahead (Humble Dollar) I Kid You Not Crazy (Vitaliy) Which Companies … Read More

This week’s best investing news: Stock Market History, Illuminated (AB) Picking Funds & Indices (Verdad) Cheap Stocks Will Have Their Day In 2022 (Validea) How to Invest When There’s Nowhere to Hide (Vitaliy) The Market Is Sending A ‘Loud, Clear Signal’ That Oil Prices Are Headed Higher (Felder) Betting Against Buffett (CA) Ford vs Ferrari Tesla … Read More

This week’s best investing news: A History: Interest Rates, Inflation & Markets (Jamie Catherwood) Biggest Winning Stocks Of Past 30 Years (Validea) Why Am I Reading This Now? 12.20.21 (Epsilon Theory) Henry Ellenbogen’s Playbook for Durable Growth (Neckar) The Liberty Complex: Cash Flow Today, Taxes Eventually (Diff) Bill Foley (EC) The Web3 Renaissance: A Golden Age for … Read More

This week’s best investing news: The Hottest Stocks Are Getting Killed (Validea) Investing in Banks (Verdad) Small Businesses’ Big Message For The Markets (Felder) 216: Myth of the Average Investor, Henry Singleton and Long-Term Plans (Liberty) Mark Twain, Framing and Scarcity (BI) Inflation Is (ET) Deluding Ourselves (HD) Peter Schiff thinks Fed credibility is spent (WTI) Investing Insights from … Read More

This week’s best investing news: Who are the Longest Serving Active CEOs in the S&P 500? (Visual Capitalist) Credit-Driven Asset Price Inflation (Verdad) Sumner Redstone: Winning Above All Else (Neckar) The Truth About P/E Ratios (Validea) Inflation and the Common Knowledge Game (Epsilon Theory) Comparing Peter Lynch with the Beatles (Ritholz) 213: Amazon Logistics vs … Read More

This week’s best investing news: Surprised by The Inevitable (Jamie Catherwood) Dalio : “If You Worry, You Don’t Have To Worry” (Validea) Invest Don’t Bet (Humble Dollar) Corporate Margins Are Stronger Than You Think (Epsilon Theory) Assured Misery (Collaborative Fund) Thank You (Verdad) The Other Side of a Mania (Compound Advisors) Never Take a Risk You Do Not … Read More

This week’s best investing news: Howard Marks Memo – The Winds of Change (OakTree) The Stock Picker’s Bear Market (CA) Flipping the Script on FX (Verdad) Profit Falls In The Third Quarter For Berkshire Hathaway (Validea) Kirk Kerkorian: The Lessons of Leverage (Part II) (Neckar) Investor Ackman says U.S. facing ‘classic bubble’ fueled by … Read More

This week’s best investing news: Is There Such a Thing as Good Taste? (Paul Graham) Understanding Systematic FX Strategies (Verdad) The Fasten Seat Belt Sign Just Lit Up (Felder) Prime Time in Crypto (Epsilon Theory) Clutter and the Clean Slate. (Neckar) 203: Twitter’s Bad Move, Invest like Buffett does M&A (Liberty) Steer Clear of U.S. Stocks & … Read More

This week’s best investing news: Are We Panicking Yet? (Jamie Catherwood) Berkshire Hathaway’s Fate After Buffett Up To Its Board Members (Validea) Whatever Happened to FX? (Verdad) Lions and Tigers and Bears … Oh My! (Epsilon Theory) Ray Dalio: On Inflation and Wealth (LinkedIn) Seth Klarman and Stan Druckenmiller today on bubbles and … Read More

This week’s best investing news: Panic Series (Pt. VII) – 1873 (Jamie Catherwood) Bill Miller: An Investor’s Evolution (Part I) (Neckar) The Great Equalizer Part II: Evidence from Europe (Verdad) The Same Stories, Again and Again (Collaborative Fund) Pin The Blame On The Scapegoat (Epsilon Theory) These Economists Aren’t Worried About Inflation. Here’s Why. (Barron’s) … Read More

This week’s best investing news: Panic Series (Pt. VI) – 1866 (Jamie Catherwood) Two Sides of the Coin (Verdad) Beyond Smart (Paul Graham) China Becomes The Next Big Prize For Quant Funds (Validea) GMO – Wounds That Never Heal (GMO) Kirk Kerkorian: The Lessons of Leverage (Neckar) The Robbing Hoods of Robinhood (Epsilon Theory) How billionaire … Read More

This week’s best investing news: Panic Series (Pt. V) – 1857 (Jamie Catherwood) Understanding the Spike in Oil Prices (Verdad) Building For The Growing 50% (Collaborative Fund) 1987 Market Crash Culprits Remain A Mystery (Validea) The Common Knowledge OF Central Banks (Epsilon Theory) Adaptability (DGI) Full List of Investment Letters Q3 2021 (LV) Triggered Disclosures: Escaping … Read More

This week’s best investing news: History of Sovereign Defaults & Debt Limits (Jamie Catherwood) Where Are We In The Market Cycle? (Felder) When Narrative Takes Flight (Epsilon Theory) It Sounds Crazy (Collaborative Fund) Diversification, Correlation, and the Business Cycle (Verdad) Time Can Take a Toll (Humble Dollar) Worried About the Future of the 60-40 Portfolio? We Look … Read More

This week’s best investing news: How Does Quality Work? (Verdad) Betting the House (Humble Dollar) Nature Shows How This All Works (Collaborative Fund) What is Your Investment Edge? (Validea) Big Change in the Narrative Weather (Epsilon Theory) The Indian Smartphone Revolution: Paytm’s Coming of Age IPO!  (Aswath Damodaran) Returns, Values, and Outcomes: A Counterfactual History … Read More

This week’s best investing news: Billionaire Charlie Munger’s Timely Apartment Bet Began With Hebrew Bible (Bloomberg) Panic Selling More Likely Among Older Men (Validea) The Efficacy & Cost of Hedging with Options (Verdad) Panic Series (Pt. IV) – 1837 (Jamie Catherwood) Investing In Health Data (Collaborative Fund) The Unbearable Lightness of Corporate Margins (Epsilon Theory) … Read More

This week’s best investing news: How Bill Ackman Finds His Targets (Validea) Panic Series (Pt. III) – 1825 (Jamie Catherwood) A Macro View of Factors (Verdad) Mistakes were made (I did a dumb thing) (Neckar) How Warren Buffett Rewards Berkshire’s Managers For Using Less Capital (#21) (Watchlist) Let’s Keep Humans At The Heart Of Hiring Practices … Read More

This week’s best investing news: The Panic Series (Pt. I) – 1792 (Jamie Catherwood) The Butterfly Effect (Verdad) Betting on change (Neckar) Legendary Investor Warren Buffett Prepares Berkshire For New Economy (Validea) Who’s Playing Championship Tetris? Gabe Plotkin, Stevie Cohen, or Ken Griffin? (ARC) Shorting Your Way to a Greener Tomorrow (Cliff Asness) Wallets Are Over. … Read More

This week’s best investing news: Price-Innovation Cycles & Speculators (Jamie Catherwood) An Essay on Investing in Small Stocks (MicroCapClub) A Whale of a Tail: The Bank of Japan’s ETF Hoard (Part II) (Verdad) George Soros: Investors in Xi’s China face a rude awakening (FT) Warren Buffett Turns 91 (CNBC) China’s Tech Crackdown: Its about … Read More

This week’s best investing news: Afghanistan, Regime Changes & Debt (Jamie Catherwood) A Whale of a Tail: The Bank of Japan’s ETF Hoard (Verdad) Michael Burry’s Pretty Big Short Hinges on Treasuries Sinking (Bloomberg) Rules, Truths, Beliefs (Collaborative Fund) Losers: The Secret History (Jason Zweig) Bill Ackman to return $4bn to Spac investors … Read More

This week’s best investing news: Here We Go Again… (Jamie Catherwood) A Look at the Valuation of the Major Investing Factors (Validea) Would You Have Found Berkshire Hathaway in 1975? (Morningstar) How to Remember What You Read (Farnam Street) Bill Ackman’s SPAC Gets Sued (NY Times) James Montier – Part 1: Inflation – … Read More