Category Archive

Here’s a list of this week’s best investing reads: Fraud, Short Sellers & Media (Jamie Catherwood) Joe Granville: The Original Dave Portnoy (A Wealth of Common Sense) Asset Allocation Beyond the Zero Bound (Verdad) When should you sell your stocks? Only in these cases (Forbes) A Viral Market Update XI: An Ode … Read More

Here’s a list of this week’s best investing reads: Why You Feel At Home In A Crisis (Farnam Street) Never The Same (Collaborative Fund) The Air Conditioning Effect (A Wealth of Common Sense) A Viral Market Update X: A Corporate Life Cycle Perspective (Aswath Damodaran) Pzena Investment Management: Global Banks – Resilience in the … Read More

Here’s a list of this week’s best investing reads: Some Things About the Markets That Will Never Change (A Wealth of Common Sense) Same As It Ever Was (Collaborative Fund) Deserving It (MicroCapClub) The Portnoy Top (Epsilon Theory) Howard Marks Memo – The Anatomy of a Rally (OakTree) Stop Preparing For The Last Disaster (Farnam … Read More

Here’s a list of this week’s best investing reads: Ten reasons the “second wave” hasn’t spooked the markets (yet) (The Reformed Broker) 5 Signs This Might Be a New Bull Market (A Wealth Of Common Sense) Growth vs value investing: the gap widens (FT) Why We’re Blind to Probability (Collaborative Fund) Jeremy Siegel … Read More

Here’s a list of this week’s best investing reads: Why We Don’t Learn From History (A Wealth of Common Sense) The Art of Being Alone (Farnam Street) News, Media, & Markets (Jamie Catherwood) On the link between economic inequality and social injustice (The Reformed Broker) Why The Stock Market Could Be Poised For Another Plunge … Read More

Here’s a list of this week’s best investing reads: Last Dance Lessons: Top Investors Weigh in on Key Takeaways from the 90s Bulls (YouTube) Bubble Behavior During a Depression (A Wealth of Common Sense) What We Leave Behind (Scott Galloway) Under Pressure (The Reformed Broker) 10 Reasons Why Stocks are More Dangerous than Sports … Read More

Pzena Investment Management recently released an article titled Volatility, Wide Spreads, and Value Stock Returns which illustrates how value stocks recover stronger following periods of volatility like we’ve had this year. Here’s an excerpt from that article: Daily volatility of the average stock at the end of March was as … Read More

Here’s a list of this week’s best investing reads: The Three Sides of Risk (Collaborative Fund) Mental Models For a Pandemic (Farnam Street) Netflix: Cooked? (behindthebalancesheet) Inequality Everywhere You Look (A Wealth of Common Sense) How Sectors are Driving Value and Growth (The Irrelevant Investor) Three things you can’t do in this world (The Reformed … Read More

Here’s a list of this week’s best investing reads: What Have We Learned Here? (Collaborative Fund) What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense) tHe sToCk MarKeT is iGnorInG tHe rEaL EcONomY (The Reformed Broker) Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double … Read More

Here’s a list of this week’s best investing reads: This version of Warren Buffett (The Reformed Broker) Bad Arguments and How to Avoid Them (Farnam Street) How Will the Crisis Impact Housing Prices? (A Wealth of Common Sense) If Charlie Munger Didn’t Quit When He Was Divorced, Broke, and Burying His 9 Year … Read More

Here’s a list of this week’s best investing reads: Making Sense of a Stock Market That Doesn’t Make Any Sense (A Wealth of Common Sense) When You Have No Idea What Happens Next (Collaborative Fund) Thomas Kaplan, an Investor in Novagold (csinvesting) United States Corona Corps (Scott Galloway) Unintended Consequences (The Irrelevant Investor) When Buffet was … Read More

Here’s a list of this week’s best investing reads: Who Pays For This? (Collaborative Fund) Do We Need to Worry About Government Debt? (A Wealth of Common Sense) She’s the Boss of Her Money: Four Trends in Women’s Online Investing (CFA Institute) The Art of Survival (Ian Cassel) A Historic Opportunity in Small Cap … Read More

Here’s a list of this week’s best investing reads: Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (WSJ) The Stock Market is Not Your Benchmark (A Wealth of Common Sense) Standing on the Shoulders of Giants: The Key to Innovation (Farnam Street) What Next? (Two Questions) (Collaborative Fund) This is Why We’re … Read More

Here’s a list of this week’s best investing reads: Coronavirus and Credibility (Paul Graham) No, This is Not the Great Depression (The Irrelevant Investor) The 6 Commandments of Value Investing (Vitaliy Katsenelson) The Relationship Between Earnings and Bear Markets (A Wealth of Common Sense) The Shock Cycle (Collaborative Fund) Unlikely Optimism: The Conjunctive Events Bias (Farnam … Read More

Here’s a list of this week’s best investing reads: What You Truly Value (Farnam Street) Life is Beautiful (The Reformed Broker) When Dollar Cost Averaging Matters the Most (A Wealth of Common Sense) The Dow Just Had Its Worst First Quarter in History. Here’s What History Says Could Happen Next (Barron’s) Bill Gates: … Read More

Here’s a list of this week’s best investing reads: When Is the Right Time to Buy Stocks? (Irrelevant Investor) How I’m Managing My Own Money Through the Crisis (A Wealth of Common Sense) Corporate Socialism: The Government is Bailing Out Investors & Managers Not You (Nassim Nicholas Taleb) Preserving Optionality: Preparing for … Read More

Here’s a list of this week’s best investing reads: BIN There, Done That (Michael Mauboussin) Two Things We Know With High Confidence (Collaborative Fund) Returns From the Bottom of Bear Markets (A Wealth of Common Sense) What Happens After the Stock Market Falls? (Irrelevant Investor) Stocks Are in Chaos. Control the One … Read More

Here’s a list of this week’s best investing reads: I’m here, to remind you (The Reformed Broker) The Relationship Between Recessions and Market Crashes (A Wealth of Common Sense) We’ll Get Through This (Collaborative Fund) Berkshire – No shareholders to physically attend the meeting, and all special events are canceled (Berkshire) Chesterton’s Fence: A … Read More

Here’s a list of this week’s best investing reads: Corona Panic (Collaborative Fund) Using Models to Stay Calm in Charged Situations (Farnam Street) Don’t Lose It (Humble Dollar) What Happens to Stocks After a Big Down Month? (A Wealth of Common Sense) Should I Sell My Stocks?  (The Irrelevant Investor) What You Should Buy in … Read More

Here’s a list of this week’s best investing reads:  Is The Stock Market Going to Crash? (The Irrelevant Investor) A Viral Market Meltdown: Fear or Fundamentals? (Aswath Damodaran) Markets Have ALWAYS Been Rigged, Broken & Manipulated (A Wealth of Common Sense) Controlling the Pendulum of Emotions (MIcroCapClub) Bill Gates – How to respond to … Read More