This Week’s Best Investing Reads 07/20/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 and the Illusion of Control (Safal Niveshak) “The market is rolling … Read More

This Week’s Best Investing Reads 07/13/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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) The Nine Essential Conditions to Commit Massive Fraud (The Reformed Broker) What Would … Read More

This Week’s Best Investing Reads 07/06/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 Broker) What Have You Done For Me Lately? (The Irrelevant … Read More

This Week’s Best Investing Reads 06/29/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 big club, and you ain’t in it (The Reformed Broker) Twists and … Read More

Schroders: Why Value Investing May Be Primed To Bounce Back

Johnny HopkinsValue Investing News1 Comment

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 recent low growth and low interest rate environment is largely … Read More

This Week’s Best Investing Reads 06/22/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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) The #1 Rule in Investing (Pension Partners) Mistakes were Made. (And, Yes, by … Read More

This Week’s Best Investing Reads 06/15/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 Markets) Repeating Themes (Collaborative Fund) If You Know You Know (The Reformed Broker) … Read More

Why Value Investors Shouldn’t Give Up Just Yet

Johnny HopkinsValue Investing NewsLeave a Comment

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 value stocks.” Here is an excerpt from that article: While … Read More

This Week’s Best Investing Reads 06/08/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 here,’ warns world’s largest hedge fund (MarketWatch) “Proprietary Product Distribution” … Read More

This Week’s Best Investing Reads 05/25/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 the Box (A Wealth of Common Sense) Here’s why Warren Buffett … Read More

This Week’s Best Investing Reads 05/18/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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 New York Investment Conference 2018: Einhorn, Robbins, Gurley & More … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News1 Comment

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, Nobody Expected It (Collaborative Fund) How to Create An Antifragile Life, and … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

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 Katsenelson) Who Benefits From Rising Interest Rates? (A Wealth of Common Sense) … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

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 & Warren Buffett’s 10 Rules (ValueWalk) Regression to Lumpy Returns (A Wealth … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: Changes in the Finance Industry; A Hatchet Job on Buffett (csinvesting) Your First Thought Is Rarely Your Best Thought: Lessons on Thinking (Farnam Street) Decision Regret (A Wealth of Common Sense) Defeating Nonsense with Evidence (The Reformed Broker) Amazon Adds A McDonald’s In Market Cap In The Month Of January (The Felder Report) Changes (The Irrelevant Investor) Compounding is the 8th Wonder … Read More

WSJ: It Might Finally Be Value Stocks’ Time to Shine

Johnny HopkinsValue Investing News3 Comments

Here’s a great article at the WSJ which discusses the possibility of a value investing comeback in 2018. Here’s an except from that article: A little volatility might be what value stocks need to get their mojo back. Such stocks–which tend to have slow but steady earnings growth and cheap valuations–vastly underperformed their pricier growth counterparts globally last year, compounding … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Drawbacks of Behavioral Finance During a Market Correction (A Wealth of Common Sense) Winning the Battle, Losing the War (Farnam Street) Passive My A** (The Reformed Broker) Warren Buffett Shares Stories About Two Remarkable Immigrant Small Business Owners (Yahoo Finance) Why Investors Truly Have ‘Nothing To Fear But Fear Itself’ (The Felder Report) 35 Steps To a Market Bottom (The … Read More

Morningstar: Value Investing: Patience Will Be Rewarded

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a great article from Morningstar which discusses the importance of patience as a value investor. One of the key takeaways is: “However, by anchoring investment decisions to value, we can navigate challenging circumstances and look through market noise and emotion to identify and take advantage of opportunities that may present in times of market stress. This often sees our … Read More

The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)

Johnny HopkinsStock Screener, Value Investing NewsLeave a Comment

The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads Complexity Bias: Why We Prefer Complicated to Simple (Farnam Street) Will Big Tech Do The Right Thing? (The Felder Report) The Fatal Mistake Crypto Investors are Making Now (The Reformed Broker) 10 Things Investors Can Expect in 2018 (A Wealth of Common Sense) The Thrill of Uncertainty (Collaborative Fund) Less Phone, … Read More

Reuters – Value Stocks Expected To Jump In 2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s an article from Reuters, written by David Randall, that should be of interest to value investors, regarding the prospects of value stocks in 2018. NEW YORK (Reuters) – Value stocks are getting a once-over from some U.S. growth fund managers in early 2018 as they prowl for overlooked shares they think have more upside in a market that gained … Read More