Category Archive

Here’s a list of this week’s best investing reads: Howard Marks Latest Memo – Mysterious (Oaktree Capital) Focused and Diffuse: Two Modes of Thinking (Farnam Street) Terrible Business Plans, Wonderful Businesses (A Wealth of Common Sense) Improving the Odds (HumbleDollar) A Reckoning for Value Investing as Quants Gather in London (BNN Bloomberg) Non-Ergodicity and … Read More

Here’s a list of this week’s best investing reads: Recession is Coming, “Code Red” Yield Curve Indicator Seals the Deal (The Reformed Broker) Unified American Discourse (The Irrelevant Investor) Would the Market Care if the President Was Impeached? (A Wealth of Common Sense) Three Big Things: The Most Important Forces Shaping the World … Read More

Here’s a list of this week’s best investing reads: The 2019 S&P 500 Sector Quilt (A Wealth of Common Sense) WeWork Lessons That Apply To Lots of Stuff (Collaborative Fund) Externalities: Why We Can Never Do “One Thing” (Farnam Street) ‘Performance Chasing’—and Why It Can Be Perilous for Your Portfolio (Fortune) At What … Read More

Here’s a list of this week’s best investing reads: Green New Deal is Inevitable (The Reformed Broker) Explaining the Stock Market to Big Cat (A Wealth of Common Sense) Canvas Q&A w/ Patrick O’Shaughnessy (bps and pieces) Fat, Happy, And In Over Your Head (Collaborative Fund) The Next Recession (The Irrelevant Investor) No Stock … Read More

Here’s a list of this week’s best investing reads: The Cost of Waiting (Of Dollars and Data) Why Value Investing Works (Safal Niveshak) Yes, the Stock Market is Going to Crash (A Wealth of Common Sense) Why We Love to Call Everything a Bubble (Bloomberg) A Behavioral Prescription (The Irrelevant Investor) Insights on VC Pricing: … Read More

Here’s a list of this week’s best investing reads: Why Value’s Long Slog May Finally Have Ended (Along With The Bull Market) (The Felder Report) The Power of Questions (Farnam Street) Re-Framing the Next Downturn (A Wealth of Common Sense) Tobias Carlisle Breaks Down The Growth Versus Value Ratio (tdameritradenetwork.com) What Happens … Read More

Here’s a list of this week’s best investing reads: From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak? (Aswath Damodaran) The Real Bubble Has Always Been in Active Management (Reformed Broker) Not My Guru (Humble Dollar) You Probably Can’t Use the Yield Curve to Time the Market (A Wealth of Common Sense) WeWTF … Read More

Here’s an excerpt from an article at The Globe and Mail which discusses five reasons why value investing may never regain its appeal: There has been a lot of talk about the death of value investing. The strategy, embraced by Benjamin Graham and Warren Buffett and many followers, has beaten … Read More

Here’s a list of this week’s best investing reads: Why Complexity Sells (Collaborative Fund) Learning from other Industries (csinvesting) The (Not So) Fantastic Four (The Felder Report) Michael Burry Urges GameStop to Buy Back $238 Million of Stock with Cash on Hand (Scion Capital) Are Value Stocks Good Value? (Morningstar) Tesla Has Failed Massively … Read More

Here’s a list of this week’s best investing reads: Investing in a Negative Interest Rate World (A Wealth of Common Sense) Is the Yield Curve Coming to Kill You? (The Reformed Broker) The Laws of Investing (Collaborative Fund) Bonds Are Frickin’ Expensive (Cliff Asness) Country Risk: A Mid-year 2019 Update (Aswath Damodaran) Stocks Plunge As … Read More

Here’s a list of this week’s best investing reads: Why the stock market must go down (The Reformed Broker) Different Ways to be Rich in 2019 (A Wealth of Common Sense) An Old Film on the Stock Market (csinvesting) Whither Vanguard? (HumbleDollar) Strategic Value Investing: A Thoughtful Approach (Yahoo) Don’t Count Out Value Investing … Read More

Here’s a list of this week’s best investing reads: Elizabeth Warren’s Banking Sector Napalm (The Reformed Broker) You May Have Longer Than You Think to Invest For Retirement (A Wealth of Common Sense) Don’t Neglect the Forgotten (csinvesting) Value Investing During Seasons of Growth (Forbes) Howard Marks Memo – On The Other … Read More

Here’s a list of this week’s best investing reads: The Optimal Portfolio (A Wealth of Common Sense) Pershing Square up 45% in the first half of 2019 as Bill Ackman win streak continues (CNBC) Financial Twitter Loses a Source of Humility and Wisdom, but Good Voices Remain (Jason Zweig) Playing the Odds (csinvesting) … Read More

Here’s a list of this week’s best investing reads: Paradigm Shifts (Ray Dalio) Value Is Dead, Long Live Value (OSAM) Joel Greenblatt – Keynote Presentation: Ben Graham VI (CFA Institiute) Trends That May End With The Baby Boomers (A Wealth of Common Sense) How I invest my own money (The Reformed Broker) … Read More

Here’s a list of this week’s best investing reads: Blogger wisdom: genuine surprises (Abnormal Returns) The Broker Who Saved America (The Reformed Broker) Why stock-picking skills do, in fact, exist (The Globe and Mail) ‘Super 6’ List of Deep Value Investing Thought Leaders (and their quotes) (einvesting) No A for Effort (Humble … Read More

Here’s a list of this week’s best investing reads: The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors (OSAM) The Best Ten Years Ever (The Irrelevant Investor) On The Benefits of Being Average (A Wealth of Common Sense) Quant Cassandra (Cliff Asness) We the Corrupt (Safal Niveshak) Fama vs … Read More