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
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: A Millennial’s Rebuttal (The Irrelevant Investor) By This Measure The Current Stock Market Bubble Is Far Bigger Than The Dotcom Bubble (The Felder Report) a modest proposal (The Reformed Broker) The Crypto Currency Debate: Future of Money or Speculative Hype? (Musings On Markets) How Filter Bubbles Distort Reality: Everything You … Read More
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: Blogs 1. A Dozen Lessons on Investing from Ed Thorp (25iq) 2. The Biggest Stocks (A Wealth of Common Sense) 3. “Worrying is a serious offense” (Above The Market) 4. Academic Research Insight: When Does International Investing Make Sense? (Alpha Architect) 5. Three Lessons from the Bernie Madoff Scandal (CFA Institute … Read More
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: Blogs Few Bets. Big Bets. Infrequent Bets (Chai with Pabrai) Ten Rules For Catching A Bottom (The Irrelevant Investor) Billionaire Mario Gabelli: ‘I’m glad that Amazon comes along and knocks off everybody’ (Dataroma) I bought my first Bitcoin (The Reformed Broker) Every Great Investment Hurts (Collaborative Fund) Value investing and … Read More
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: Blogs Why Simple Beats Complex (A Wealth of Common Sense) Investing Successfully is Really Hard (Above The Market) Tactical Asset Allocation: Does the Day of the Month Matter? (Alpha Architect) Emerging Market Equities: Unloved and Under-Owned (CFA Institute Enterprising Investor) The Reasonable Formation of Unreasonable Things (Collaborative Fund) Active Listening (Farnam Street) A (Long) … Read More
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: Blogs Charlie Munger’s “The Psychology of Human Misjudgement” – Animated Version (Hurricane Capital) Eugene Fama: Stick with Basic Factors (CFA Institute Enterprising Investor) Finding Good Capital Allocators; The Problems with Using Sentiment (csinvesting) The Best Way To Add Yield To Your Portfolio (Meb Faber Research) Lessons Learned After Almost a … Read More
Heartland Advisors Says Index Investors Are Open To Painful Losses When The Inevitable Correction Occurs
One of the value investing firms we like to watch closely here at The Acquirer’s Multiple is Heartland Advisors run by Founder and CIO Bill Nasgovitz. In its most recent market commentary Heartland says, current market levels point to rampant group think where a single popular view spreads and no … Read More
This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017
Each week Tobias and I pick out the best investing reads from our Top 50 Investing Blogs 2017. Here’s what we’ve been reading: Acquirer’s Multiple & the Quest for Value (Old School Value) How to Invest in an Overvalued Market (A Wealth of Common Sense) Factor Investing: Evidence Based Insights (Alpha Architect) The Jeff Bezos Empire … Read More
This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017
Each week Tobias and I pick out the best investing reads from our Top 50 Investing Blogs 2017. Here’s what we’ve been reading: My Friend is Beating Me (The Irrelevant Investor) 14 Things the Market Does Not Care About (A Wealth of Common Sense) Does Momentum Work With Value Investing (csinvesting) There are only … Read More
44% Of Fund Managers Say Stocks Are Overvalued
A recent article at Bloomberg says U.S. stocks are the most overvalued investment in the world. At least that’s what institutional investors say. Here’s an excerpt from that article: A record 44 percent of fund managers polled in a monthly survey from Bank of America Merrill Lynch see equities as … Read More
So Value Investing Is Not Dead According To Goldmans
I had to smile when I read this article on Bloomberg titled, Goldman Sachs Mulls the Death of Value Investing. The article states: There isn’t much value in value investing these days. The value-factor strategy of buying stocks with the lowest valuations and selling those with the highest, pioneered by Eugene … Read More
It Appears To Be Time For Value Stocks To Shine Again
Recent article at The Street says, it appears to be time for value stocks to shine again. The trend reversal is likely to last for years, rather than weeks or months. Here’s an excerpt from that article: Traditional “value” investing used to mean buying near the bottom of a stock’s … Read More