Category Archive

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

Here’s a list of this week’s best investing news: Charlie Munger – Caltech Webinar (Caltech) Siren Songs: IPOs & SPACs (Jamie Catherwood) Earnestness (Paul Graham) Capturing Excess Returns from Rating Changes (Verdad) Last Man Standing (Collaborative Fund) Warren Buffet on Saving American Small Business Full Interview (CNBC) Find The Courage To Act (Felder) Stephen … Read More

In their latest market outlook, Broyhill discusses the unprecedented dispersion between the ‘haves’ and the ‘have-nots’, notable examples of current market madness, and why value could be set for sweet revenge. Here’s an excerpt from the commentary: Word of an effective vaccine sent the world’s cheapest stocks surging the most … Read More

Here’s a list of this week’s best investing news: Billionaires Build (Paul Graham) Forecasting Bond Upgrades and Downgrades (Verdad) The Great Dispersion (Scott Galloway) A Few Things I’m Pretty Sure About (Collaborative Fund) Lockdowns, Innovation, and Businesses (Jamie Catherwood) You’re Only As Good As Your Worst Day (Farnam Street) Warren Buffett: Rare speech from Omaha … Read More

Here’s a list of this week’s best investing news: Value Investing: A History (Jamie Catherwood) How To Think For Yourself (Paul Graham) Beyond Yield (Verdad) Russian Nesting Deals (Epsilon Theory) Five Lessons From Dave Chappelle (Stratechery) Explore Or Exploit? How To Choose New Opportunities (Farnam Street) Game Theory (Humble Dollar) Keith McCullough On The Power Of Betting … Read More

Here’s a list of this week’s best investing news: Bubbles, Manias & Fraud (Jamie Catherwood) 100 Baggers: The Lost Chapter (Chris Mayer) We Have No Idea What Happens Next (Collaborative Fund) AMA? BITFD! (Epsilon Theory) Should Warren Buffett Dismantle Berkshire Hathaway? (Mindset Value) Zuckerman’s Curse and the Economics of Fund Management (Net Interest) Timing the Value … Read More

Here’s a list of this week’s best investing reads: Silver Linings (Jamie Catherwood) Is the Vaccine Our One Giant Leap? (A Wealth of Common Sense) The Big Lessons From History (Collaborative Fund) The Endemic Mindset (Epsilon Theory) Please Stop Asking Me About Bitcoin (Felder Report) How Julia Child Used First Principles Thinking (Farnam Street) 1929 Crash: … Read More

Here’s a list of this week’s best investing reads: Horses for Courses (Verdad) Times of Uncertainty (Jamie Catherwood) What Happens When Investors See People Dumber Than They Are Getting Rich (A Wealth of Common Sense) Learning Through Play (Farnam Street) A Work From Home Tax (The Irrelevant Investor) The only way this election ends (Reformed Broker) … Read More

GMO recently released its latest commentary titled – Tonight, We Leave The Party Like It’s 1999, which includes the similarities for value investing between what we’re seeing today and 1999. Here’s some excerpts from the commentary: Growth Trouncing Value Today…Just Like 1999 In the late 1990s, Value managers were on the … Read More

Here’s a list of this week’s best investing reads: Schrodinger’s Market (Jamie Catherwood) Common Probability Errors to Avoid (Farnam Street) Presidential Terms & Market Cycles (A Wealth of Common Sense) A Tale of Two Cults (Epsilon Theory) This Is The Textbook Definition Of ‘Late Cycle’ In The Stock Market (Felder Report) Even if We Knew (The … Read More

Here’s a list of this week’s best investing reads: The Great Equalizer (Verdad) Oh No, Here It Comes Again, That Funny Feeling (Epsilon Theory) Descriptions Aren’t Prescriptions (Farnam Street) Tobias Carlisle – Diamonds In The Rough (Premium) (Real Vision) Making an Impact (Jamie Catherwood) Who Owns the Stock Market? (Irrelevant Investor) ‘Our Recent Performance Sucks.’ … Read More

Here’s a list of this week’s best investing reads: Early Work (Paul Graham) Psychology, Behavior & Markets (Jamie Catherwood) United States v. Google (Stratechery) A Quantitative Look at the Movie Business (Verdad) Rotation (The Irrelevant Investor) Are investors getting smarter? (Reformed Broker) Lots of Overnight Tragedies, No Overnight Miracles (Collaborative Fund) Why category leading brick and … Read More

Here’s a list of this week’s best investing reads: Elections and Markets (Jamie Catherwood) This Time Was Different (Irrelevant Investor) Activist Investor Dan Loeb on Why Disney Needs to Double Its Streaming Spending  (Variety) COVID & Global Valuations (Verdad) Tobias Carlisle – How To Play On Market’s Reversion To The Mean (Economic Times) … Read More

Here’s a list of this week’s best investing reads: FANMAG Envy (Verdad) Accountable to Darwin vs. Accountable to Newton (Collaborative Fund) Anti-monopoly vs. Antitrust (Stratechery) New WAYT! (Irrelevant Investor) How Comfortable Are You Holding Stocks For 30 Years? (A Wealth of Common Sense) Investors Are Doing Fine as Their Own Money Managers (MSN) First Eagle … Read More

Here’s a list of this week’s best investing reads: Gambling, Lies & Markets (Jamie Catherwood) The Path Not Taken (Humble Dollar) Being Smart is Not Enough (Farnam Street) The opposite of stimulus (Reformed Broker) Sales and Distributions (Verdad) Hook, Line and Sinker (Epsilon Theory) Luck and Success (The Irrelevant Investor) Common Causes of Very Bad Decisions (Collaborative Fund) … Read More

Here’s a list of this week’s best investing reads: There Is No Size Effect: Daily Edition (Cliff Asness) The Road Ahead (Jamie Catherwood) Negativity Is Not an Investment Strategy (A Wealth of Common Sense) Sounding good or Doing good? A Skeptical Look at ESG (Aswath Damodaran) A Few Rules (Collaborative Fund) What’s in an Equity Return? … Read More