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
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: 50 Ways The World is Getting Better (A Wealth of Common Sense) How? (The Irrelevant Investor) How The Flattening Yield Curve Could Lead To A Bear Market For Stocks (The Felder Report) We Only Get to Experience One Version of Reality (The Reformed Broker) Go Fast and Break … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: My Berkshire Hathaway Reflections (Farnam Street) The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End (The Felder Report) More Than Never. Less Than Always (A Wealth of Common Sense) The Most Hated Tax Cut Ever? (The Reformed Broker) The What-Ifs (The Irrelevant Investor) Buffett at his Best (csinvesting) Some Things … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: EVERYTHING You need to understand Markets (csinvesting) First Principles: The Building Blocks of True Knowledge (Farnam Street) Why We May Be Headed For Another ‘Minsky Moment’ (The Felder Report) Here We Go Again? (The Irrelevant Investor) Will it hold? (The Reformed Broker) How the Bear Stearns Meltdown Wrecked Something More Valuable … Read More
Active Managers Shifting To Smaller, More Focused Portfolios To Achieve Outperformance
Here’s a great article at Bloomberg that discusses the changing landscape for active investors. The article reports that more and more active managers are moving to smaller, more focused portfolios. The logic behind the shift is that a smaller, more focused portfolio is more likely to achieve outperformance as it … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Break the Chain: Stop Being a Slave (Farnam Street) Yeah I said it (The Reformed Broker) The Limits to Data (The Irrelevant Investor) The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’ (The Felder Report) How to Talk to People About Money (Collaborative Fund) Jimmy John’s … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: On The One Hand… (A Wealth of Common Sense) Sometimes This Sucks (The Irrelevant Investor) Transition (The Reformed Broker) It’s Not Just LIBOR Pointing To Rising Financial Stress (The Felder Report) So Two Stoics Walk Into a Bar… (Farnam Street) Why We Listen To Bad Forecasts (Collaborative Fund) How Warren Buffett … Read More