Here is a list of this week’s best investing reads: The Spectrum of Financial Dependence and Independence (Collaborative Fund) The 3 Levels of Wealth (A Wealth of Common Sense) No, No, No (The Irrelevant Investor) Once in a lifetime, if you’re lucky (The Reformed Broker) The Untapped Market That’s Ripe For Activists (Institutional Investor) It’s More Than Just FANG … Read More
150 Of The Best Investing Blogs On The Planet (2018)
It’s that time of the year again when Tobias and I sit down to pick out one hundred of the best investing blogs on the planet. This year, with so many great blogs, we’ve extended the list to one hundred and fifty. This list is by no means complete but … Read More
This Week’s Best Investing Reads 07/27/2018
Here is a list of this week’s best investing reads: There’s No Such Thing as Mosquito Week (A Wealth of Common Sense) Thinking Big and Survivorship Bias (The Irrelevant Investor) “How do you start a life these days?” (The Reformed Broker) Why It Might Be A Good Time To Revisit Ray Dalio’s 1937 Analog (The Felder Report) … Read More
This Week’s Best Investing Reads 07/20/2018
Here is a list of this week’s best investing reads: Pareto [Awesome Chart Every Investor Should See] (The Irrelevant Investor) Tech stocks contributed 98% of the S&P 500’s 2018 gain (The Reformed Broker) Mindsets: Optimism vs. Complacency vs. Pessimism (Collaborative Fund) Gold in $US to be at $0.00 in 2020; TREASURE CHEST!; Breaking Biases (csinvesting) Stock Analysis … Read More
This Week’s Best Investing Reads 07/13/2018
Here is a list of this week’s best investing reads: Some Considerations For Investing Globally (A Wealth of Common Sense) 50 Years of Financial History in Ten Minutes–The Yield Curve Comes Alive (csinvesting) Looking For Value In All The Wrong Places (The Felder Report) Amazon as a Value Stock? Believe It (Bloomberg) … Read More
This Week’s Best Investing Reads 07/06/2018
Here is a list of this week’s best investing reads: Sustaining Wealth is Harder Than Getting Rich (A Wealth of Common Sense) Markets Go Up and Down; Shorting Stocks (csinvesting) If You Say Something Is “Likely,” How Likely Do People Think It Is? (Michael Mauboussin) The Broker Who Saved America (The Reformed … Read More
This Week’s Best Investing Reads 06/29/2018
Here is a list of this week’s best investing reads: 36 Obvious Investment Truths (A Wealth of Common Sense) Double Loop Learning: Download New Skills and Information into Your Brain (Farnam Street) Cliff Asness Sets The Quant and Hedge Fund Record Straight (video) (WealthTrack) Same Old Greed In A Shiny New Wrapper (The Felder Report) It’s a … Read More
Schroders: Why Value Investing May Be Primed To Bounce Back
Schroders have just released a great report on the future of value investing saying value investing may now be primed for a comeback. Here’s an excerpt from that report: It has been a miserable decade for the value style of investing, whose performance has languished behind its rival growth style. The … Read More
This Week’s Best Investing Reads 06/22/2018
Here is a list of this week’s best investing reads: 100 to 1; Sales; Hedge Fund Pop Quiz (csinvesting) Why The Next Bear Market May Feel More Painful (A Wealth of Common Sense) Tails, You Win (Collaborative Fund) Hostages (The Reformed Broker) Pain Plus Reflection Equals Progress (Farnam Street) The Geometry of Wealth (The Irrelevant Investor) The Evil Hours (Of Dollars and Data) … Read More
This Week’s Best Investing Reads 06/15/2018
Here is a list of this week’s best investing reads: Deductive vs Inductive Reasoning: Make Smarter Arguments, Better Decisions, and Stronger Conclusions (Farnam Street) Is the U.S. Due For a Recession? (A Wealth of Common Sense) What Do Clients Want? (The Irrelevant Investor) User and Subscriber Businesses: The Good, the Bad and the Ugly! (Musings On … Read More
The Long Term Problem With Growth Stocks
There’s always lots of discussion about the performance of growth stocks versus value stocks. With this in mind here’s a great article at The Globe and Mail by George Athanassakos, a professor of finance and the Ben Graham Chair in Value Investing at the Richard Ivey School of Business, University … Read More
Why Value Investors Shouldn’t Give Up Just Yet
Here’s a great article by John Reese at The Globe and Mail which highlights the importance of sticking with a value investing strategy despite its recent underperformance saying: “Investors shouldn’t abandon value investing, either. If anything, the recent decade-long drought should foretell a reckoning is coming as rising interest rates benefit … Read More
This Week’s Best Investing Reads 06/08/2018
Here is a list of this week’s best investing reads: Experience is Overrated (A Wealth of Common Sense) The Next Fifty Years (The Irrelevant Investor) The Psychology of Money (Collaborative Fund) The Economy is on Fire (The Reformed Broker) Bitcoin, Blockchain, and Money (csinvesting) To Succeed at Value Investing, You Need to Change (GuruFocus) ‘For investors, the danger is already … Read More
Forbes: Is Value Investing For Losers? No, So Don’t Get Tricked
Here’s a recent article at Forbes that discusses the cyclical nature of value investing and the importance of sticking with a value strategy during periods of underperformance, like the most recent one, saying: “This cycle is deep into the “growth dominates” phase, but the last thing you should do is … Read More
Jason Zweig: How Companies Use the Latest Profits Fad to Fool You
Here’s a great article by Jason Zweig at the WSJ which discusses how companies use the latest profits fad to fool investors: Eighty-six years ago this week, the stock market hit its worst low. Today, with markets near all-time highs, things aren’t as different as you might think. Then, as … Read More
This Week’s Best Investing Reads 06/01/2018
Here is a list of this week’s best investing reads: 3 Misconceptions About Interest Rates (A Wealth of Common Sense) Never Begin With the End in Mind (The Irrelevant Investor) Combatting F.O.M.B.E.Y. (The Reformed Broker) What’s Behind The Rapid Plunge In The ‘Smart Money Index’? (The Felder Report) Banks Won Big in Washington. What It Means for Investors (Jason Zweig) … Read More
This Week’s Best Investing Reads 05/25/2018
Here is a list of this week’s best investing reads: The Pygmalion Effect: Proving Them Right (Farnam Street) Stocks prices are a proxy for our beliefs about the future (The Reformed Broker) Condemned to Repeat the Mistakes of the Past (csinvesting) On Second Thought… (The Irrelevant Investor) To Be A New Fool In The World (Jason Zweig) Thinking Outside … Read More
This Week’s Best Investing Reads 05/18/2018
Here is a list of this week’s best investing reads: Stanley Druckenmiller’s Big Mistake (The Irrelevant Investor) Just Half a Percent (A Wealth of Common Sense) Push and Pull (The Reformed Broker) Spies, Crime, and Lightning Strikes: The Value of Probabilistic Thinking (Farnam Street) The Art of Contrary Thinking (csinvesting) If Collaborative Fund Invested in Public Stocks (Collaborative Fund) Notes From Sohn … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Full Collection Berkshire Hathaway Annual Meetings (Videos) (Warren Buffett Archive) The Nerds Were Right. Math Makes Life Beautiful. (Farnam Street) You Are What You Read (The Reformed Broker) Bad Advice Can Be Expensive (A Wealth of Common Sense) Should I Time the Market? (The Irrelevant Investor) Nobody Planned This, … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Is Book Value as Relevant as it used to be? (Part 1) (csinvesting) Inertia: The Force That Holds the Universe Together (Farnam Street) The Cost of Waiting (The Irrelevant Investor) BANG: Why The Gold Miners Could Soon Make FANG Look Tame (The Felder Report) 50 Shades of Warren Buffett (Vitaliy … Read More