This Week’s Best Investing Articles, Research, Podcasts 12/6/2019

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Here’s a list of this week’s best investing reads: Survivorship Bias: The Tale of Forgotten Failures (Farnam Street) The Portfolio Gap (The Irrelevant Investor) Where Have All The Stock Market Returns Come From This Decade? (A Wealth of Common Sense) The Big Thing Investors Have Trouble Accepting (The Reformed Broker) Why Warren Buffett Is The … Read More

Forbes: Has Value Investing Stopped Working?

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Here’s a recent article at Forbes which discusses how even though value investing has had an impressive long term record, has the strategy finally stopped working? Here’s an excerpt from the article: Historically, in the U.S. buying cheaper stocks helped improve performance. Over the past decade or so it generally … Read More

This Week’s Best Investing Articles, Research, Podcasts 11/15/2019

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Here’s a list of this week’s best investing reads: What Happens Next After Stocks Are Up Big? (A Wealth of Common Sense) Berkshire Hathaway earnings; Buffett’s Investment Was Blocked by BofA’s Call Center; The Making of the World’s Greatest Investor (Whitney Tilson) Markets Where Only Fools Rush in (Jason Zweig) Surveys Are Mostly Bullshit … Read More

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