Here’s a list of this week’s best investing reads: For A Strategy To Outperform In The Long Run, It Has To Be Hard To Stick With (Thinknewfound.com) Has Value Investing Lost Its Shine? (Euclidean) Everything Regresses To The Mean (Morningstar) Thoughts on Cost of Capital and Buffett’s $1 Test – … Read More
This Weeks Best Investing Reads
Here’s a list of this week’s best investing reads: What the Charts Don’t Tell You (A Wealth of Common Sense) No Talent (The Reformed Broker) Graham & Doddsville Latest Newsletter (columbia.edu) Playing The Odds (The Irrelevant Investor) Passive Should Never Laugh At Active (The Macro Tourist) How to Remember What You Read (Farnam Street) Hash Power – A Documentary on … Read More
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: Poking Holes in the Market Bubble Hypothesis (csinvesting) Income Investors: It’s OK to Be Sad, But Don’t Get Desperate (Jason Zweig) Stocks Are More Than Twice As Highly Valued Today Than They Were In 1987 Before The Crash (The Felder Report) They’re All Going to Leave (The Irrelevant Investor) … Read More
This Week’s Best Investing Reads
Here is a list of some of this week’s best investing reads: Financial News Doesn’t Rhyme But It Does Repeat Itself (A Wealth of Common Sense) The Price of Progress (The Irrelevant Investor) Bulls Rampage (csinvesting) Life Lessons from a Self-Made Billionaire: My Conversation with Ray Dalio (Farnam Street) Why You Don’t Want to Invest Like an Expert (Jason Zweig) … Read More
This Week’s Best Investing Reads
Here’s a list of some of the best investing reads we found this week: Will You Be Ready When the Stock Market Crashes Again? (Jason Zweig) Good Thing Jesse Isn’t Around To See This (The Macro Tourist) Kryptonite Even Superman Could Love… (Wexboy) The Four Fundamental Skills of All Investing (Collaborative Fund) Good Advice vs. Effective Advice (A Wealth … Read More
The Value Stock Comeback Could Be A Bad Sign For The Market – CNBC
Here’s an interesting article by Rebecca Ungarino at CNBC which highlights a shift in the trend from growth stocks to value stocks and some of the reasons why. Here’s an excerpt from that article: After broad underperformance for most of this year, value stocks are beginning to outpace growth stocks. To some, … Read More
Picking Growth Stocks Is Much More Difficult Than Picking Value Stocks – Bloomberg
Here’s an interesting article by Nir Kaissar at Bloomberg that suggests picking growth stocks may be much more difficult than picking value stocks. Here’s an excerpt from that article: Picking stocks is famously difficult. But just how difficult is one of the oldest arguments in finance. New York Times columnist … Read More
This Week’s Best Investing Reads
Here’s are some of this week’s best investing reads: New Highs Should Be Bought, Not Sold (The Irrelevant Investor) Why Won’t You People Panic Already? (The Reformed Broker) Income Alpha (A Wealth of Common Sense) Cryptocurrencies & Blockchain – Longs, Shorts, or Trading Sardines… (Wexboy) U.S. investors see a correction coming — and are ready to buy the dip (Globe … Read More
Is Value Investing Dead? It Depends on How You Measure It – WSJ
Here’s a great article by Wes Gray at the Wall Street Journal which demonstrates that value investing is not dead. It just depends on which metrics you use to measure its performance. Wes Gray is the CEO and CIO of Alpha Architect, a quantitative asset manager based near Philadelphia. Here’s an excerpt … Read More
This Week’s Best Investing Reads
Here’s some of this week’s best investing reads: Overcoming Your Demons (Collaborative Fund) How NYU teaches MBA Students about Bitcoin (The Reformed Broker) Market Complexity Could Trigger the Next Crash (Visual Capitalist) Are You a Better Investor? (Jason Zweig) All or Nothing Analysis (The Irrelevant Investor) Episode #72: Radio Show: Investor Sentiment – What is it Telling Us About this Bull’s … Read More
Value Stocks So Cheap – We Can Only Hope Now Is Like March 2000
Here’s a great article at Forbes written by John Buckingham, Chief Investment Officer of Al Frank Asset Management, that reports some positive signs for value investors. The five trading days just completed was our kind of week, as despite another missile fired over Japan by North Korea, the equity markets moved nicely … Read More
This Week’s Best Investing Reads
Here’s some of this week’s best investing reads: Markets Are Hard: Seth Klarman Edition (A Wealth of Common Sense) A Few Charts and a Few Thoughts at All-Time Highs (The Irrelevant Investor) Ray Dalio, The Steve Jobs of Investing (Tim Ferriss) Delivering Alpha Conference Notes 2017: Robertson, Dalio, Chanos, Cooperman & More (Market Folly) Overvalued Stocks are Ruining the … Read More
Value Investing Woes Reflect Anxiety Among Equity Buyers
A recent article at the Financial Times attempts to explain the present level of anxiety amongst equity buyers using the current value investing environment as an example: Here’s an excerpt from that article: It has become commonplace to ask how stock markets can be rallying when the world is confronted … Read More
This Week’s Best Investing Reads
Here’s some of this week’s best investing reads: A Dozen Lessons about Investing and Money from Dan Ariely (25iq) The Wrong Side of Right (Farnam Street) The Unintended Consequences of Innovation (A Wealth of Common Sense) A Chat With Daniel Kahneman (Collaborative Fund) Markets don’t care who is President (Bloomberg) The Myth of Stock Market Tops (wsj.com) … Read More
Is Value Investing Broken? – Morningstar
Just finished reading a great article titled – Is Value Investing Broken? – at Morningstar. The article demonstrates that while a value investing strategy can be difficult to stick to at times, it’s still a commonsense strategy that outperforms over time, based on the principle: cheap stuff outperforms expensive stuff … Read More
This Week’s Best Investing Reads
Here’s some of this week’s best investing reads: Full Interview with Warren Buffett (CNBC) The Benefits of Being a Psychopath (A Wealth of Common Sense) Hitting The Target (Marketfox) Short Term Momentum and Long Term Reversals Can Coexist (Alpha Architect) Value: Dead or just slumbering? (Advisor Perspectives) When is a P/E not a PE: Case Study in Indexing (csinvesting) … Read More
Value Investing Having Its Worst Run Since The Financial Crisis – WSJ
If you’re wondering why your value investing strategy is under-performing you’ll be interested in this interview by Charlie Turner at Your Money Matters and The Wall Street Journal’s Steve Russolillo regarding the current under-performance of value investing. Russolillo says value funds globally are on track to post their worst performance this … Read More
This Week’s Best Investing Reads – Curated Links
Here are this week’s best investing reads: When to Sell Your Investments (A Wealth of Common Sense) Have We Learned Nothing From The Financial Crisis? (The Felder Report) The investing secrets of hedge fund legend Seth Klarman: ‘Never hold on for the last nickel’ (CNBC) How a New Audit Rule Could Bring Sunshine to U.S. … Read More
This Week’s Best Investing Reads – Curated Links
Here’s some of this week’s best investing reads: Hot Stock Rally Tests The Patience Of A Choosy Lot: Value Investors (WSJ) Business vs. Investing, w/ Jason Zweig and Morgan Housel – [Invest Like the Best, EP.50] (The Investor’s Fieldguide) The Canadian Housing Market is Bananas (A Wealth of Common Sense) Risks Are Rising While Low … Read More
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: The Biggest Common Investment Errors (A Wealth of Common Sense) The Market Really Is Different This Time (Jason Zweig) Stock Picking vs. Portfolio Construction The Role of Checklists (Fundoo Professor) If This is 1929… (The Irrelevant Investor) Bull Trap? (The Felder Report) A Dozen Lessons about Business and Investing from Poker (25iq) Inverting the … Read More