Category Archive

Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asset Allocation (Verdad) How to Invest Like Warren Buffett (Morningstar) The Corporate Tax Burden: Facts and Fiction (Aswath Damodaran) Stock Answer (Humble Dollar) Why Founder-Led Companies Outperform (Validea) Master Series: Francois … Read More

Here’s a list of this week’s best investing news: The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist) Li Lu: Value Investing in China, Full Transcript (Latticework) David Einhorn Greenlight Letter Q1 2021 (ValueWalk) Designing a Countercyclical Approach (Verdad) Julian Robertson – 1980 – 1998 Awesome Twitter Thread (Frederik Neckar) Michael … Read More

Here’s a list of this week’s best investing news: Fireside Chat – Value Investing in China with Himalaya Capital’s Li Lu and professor Bruce Greenwald (CBS Greater China Society) Death to the Lost Decade (Verdad) The Big Lessons of the Last Year (Collaborative Fund) Drawing the Narrative Battle Lines (Epsilon Theory) We Might Be … Read More

Here’s a list of this week’s best investing news: A History of Boats, Canals & Finance (Jamie Catherwood) A Tiger Can’t Change Its Stripes (Epsilon Theory) Countercyclical Asset Allocation (Verdad) Small-Cap: Much Ado About Quality (Marquette) Pershing Square Holdings, Ltd. 2020 Annual Report (Pershing) Interest Rates and Stock Prices: More than meets the … Read More

A recent paper by DoubleLine refutes five commonly held misconceptions about the death of value investing. These are: 1. Book Value Is Flawed. Therefore, No Compelling Value Spread Exists 2. This (High-Tech) Time, It’s Different 3. The (Super) Stars Will Shine 4. Low Rates Lay Low Value Investors 5. The … Read More

Here’s a list of this week’s best investing news: Gilded Age or Roaring Twenties? (Jamie Catherwood) Warren Buffett’s $10 Billion Mistake (Reuters) Inflation, Overvaluation, and the Future of Diversification (Verdad) Cliff Asness – The Replication Crisis That Wasn’t (AQR) Hot and Cold (Epsilon Theory) Five Investing Powers (Collaborative Fund) The Agony & The Ecstasy … Read More

Here’s a list of this week’s best investing news: Howard Marks Memo – 2020 in Review (Oaktree) Lindsell Train – Rational Numbers (Lindsell Train) Modern Issues, Old Solutions (Jamie Catherwood) The Economic Recovery in Japan (Verdad) Berkshire Hathaway Proxy Shows Warren Buffett Is Old School When it Comes to Compensation, Board Makeup … Read More

A recent article at Bloomberg discusses how value stocks are morphing into momentum stocks, and are weeks away from the ‘holy grail’ of a momentum boost. Here’s an excerpt from the article: Value stocks are morphing into their once-feared momentum rivals, a shift that could accelerate in coming weeks and … Read More

Here’s a list of this week’s best investing news: Curious Speculations: Collectibles & NFTs (Jamie Catherwood) On Inflation (Verdad) The Best Way to Rob a Bank (Epsilon Theory) Avoiding Bad Decisions (Farnam Street) Terry Smith: three shares I bought and why (Interactive Investor) The Fed Isn’t Printing As Much Money As You Think (Collaborative Fund) … Read More

Here’s a list of this week’s best investing news: Charlie Munger: 2021 Daily Journal Annual Meeting Transcript (Junto) Terry Smith Annual Shareholders’ Meeting Presentation February 2021 (Fundsmith) A Strategy for Emerging Market Crises (Verdad) The Opposite of 2008 (Epsilon Theory) No Room on the ARK? (Morningstar) Peter Lynch is the GOAT (Barry … Read More

Here’s a list of this week’s best investing news: Charlie Munger Speaks At The DJCO Annual Meeting (Yahoo Finance) Technology & The Financial Printing Press (Jamie Catherwood) Emerging Market Crises (Verdad) The Feynman Learning Technique (Farnam) A Conversation with Bill Ackman (Harvard Law) Paul Singer Warns of Trouble, and Is Eager to … Read More

Here’s a list of this week’s best investing news: Emerging Markets: Slow Growth, High Volatility (Verdad) Financial Innovation & Historical Recap (Investor Amnesia) Howard Marks & Joel Greenblatt: Is It Different This Time? (Real Vision) The Buffett Indicator at All-Time Highs: Is This Cause for Concern? (Visual Capitalist) A Few Good Books (Collaborative Fund) … Read More

Here’s a list of this week’s best investing news: Innovations in Asset Management (Investor Amnesia) Emerging Markets Crisis Investing (Verdad) 12 Life Lessons From Mathematician and Philosopher Gian-Carlo Rota (Farnam Street) Hammers and Nails (Epsilon Theory) Howard Marks: The Biggest Risk Is Rising Interest Rates (Market NZZ) Investing legend Terry Smith’s $30 billion equity fund … Read More

Here’s a list of this week’s best investing news: Speculation & The Underdog (Jamie Catherwood) Hunger Games (Epsilon Theory) The Best-Case Outcomes Are Statistical Outliers (Farnam Street) Fundamentals Still Matter (VSG) Unfortunate Investing Traits (Collaborative Fund) Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Goldman Sachs) The Storming of the Bastille: The Reddit Crowd targets … Read More

Here’s a list of this week’s best investing news: The Grocery Store Puzzle (Verdad) Power Grab: Activists, Shorts & The Masses (Jamie Catherwood) Guy Spier – With Whom I Would Invest (Guy Spier) Cliff Asness – We Are the 98 Percent (Cliff Asness) Why It’s Usually Crazier Than You Expect (Collaborative Fund) The Invulnerable … Read More

Here’s a list of this week’s best investing news: Investing in a Bubble (Verdad) A Confluence of Influence (Jamie Catherwood) The Seen and Unseen–Understanding Interest Rates (csinvesting) Terry Smith talks big tech, fraud and ESG (Investors Chronicle) What The Boom In Fraud Says About The Current Market Environment (Felder) A Different Game (Epsilon Theory) Renaissance Technologies’ … Read More

Here’s a list of this week’s best investing news: Political Conflict & Markets (Jamie Catherwood) The Irony of Growth (Verdad) Howard Marks: Something of Value (Oaktree) Cliff Asness Predicts Comeback for Quant Algorithms (Full Interview) (Bloomberg) Ten rising star hedge funds with surprisingly small AUMs. These managers are worth watching in 2021 … Read More

Here’s a list of this week’s best investing news: Jeremy Grantham – Waiting For The Last Dance (GMO) End of Mean Reversion? (Saber) Two Worlds: So Much Prosperity, So Much Skepticism (Collaborative Fund) Eventual Failure of False Beliefs (Barry Ritholz) Waves in Ship Prices & Investment (Verdad) ‘What Were You Thinking?’ Part Tres (Felder) … Read More

Here’s a list of this week’s best investing news: A Historic Year (Jamie Catherwood) Bill Ackman Has Had Another Blockbuster Year. His Fund Is Still Cheap (Barron’s) Charlie Munger on disruption and technology (Morningstar) Cathie Wood Sees 20% Returns After ‘Unbelievable’ 2020 (ARK) Dalio Sees Soaring Asset Prices and ‘Flood of Money’ … Read More

Here’s a list of this week’s best investing news: Tesla, ‘Passive’ & Herding (Jamie Catherwood) The Reasonable Optimist (Collaborative Fund) A Gut Punch (Cliff Asness) The Essential Truth Bombs from Stoic Philosophers (Medium) How to Value Berkshire Hathaway (Morningstar) Michael Mauboussin: WACC and Vol – Valuation for Companies with Real Options (Morgan … Read More