This Week’s Best Investing Articles, Research, Podcasts 10/18/2019

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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

Latest Research: Will Value Investing Ever Rebound?

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Here’s a great new research paper titled – Explaining the Demise of Value Investing. The paper discusses the two major reasons for the demise of value investing and speculates on the likelihood of a resurgence. Here’s an abstract: The business press claims that the long-standing and highly popular value investing strategy—investing in … Read More

This Week’s Best Investing Articles, Research, Podcasts, And Infographics 8/30/2019

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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

This Week’s Best Investing Reads 8/23/2019

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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

This Week’s Best Investing Reads 8/16/2019

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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

This Week’s Best Investing Reads 8/9/2019

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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

This Week’s Best Investing Reads 8/2/2019

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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

This Week’s Best Investing Reads 7/26/2019

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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

This Week’s Best Investing Reads 7/12/2019

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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

This Week’s Best Investing Reads 7/5/2019

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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