This Week’s Best Investing Reads

Johnny HopkinsValue Investing News Comments

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) The Most Important Thing That Counts in Investing is Character (Safal Niveshak) … Read More

Picking Growth Stocks Is Much More Difficult Than Picking Value Stocks – Bloomberg

Johnny HopkinsValue Investing News Comments

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 Jeff Sommer reopened the debate last week with a piece … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News Comments

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 & Mail) Some Market Myths Hurt Investors (Bloomberg) Where In The … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News Comments

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 Length? (Meb Faber) You Need To Do What Others Don’t (MicroCapClub) Imagine It’s September … Read More

Value Stocks So Cheap – We Can Only Hope Now Is Like March 2000

Johnny HopkinsValue Investing News Comments

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 higher, with the major market averages again hitting all-time highs … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News Comments

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 Economy (Sprott Money News) Diversification overrated? Not a chance! (Jason Zweig) Tiger Management’s Julian … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News Comments

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) If you’re going to make predictions, make them often (The Reformed Broker) … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News Comments

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) What Do the Best Investors Do That the Rest Don’t? (Behavioral Value … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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. Markets (Jason Zweig) Tweets of the Week (Meb Faber Research) A Tesla 2017 Update: … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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 Risks Are Discounted (Ray Dalio – LinkedIn) Investing Matters: To Companies … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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 Money Problem (Safal Niveshak) Warren Buffett talks about his Mentor Benjamin Graham (We … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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 Need to Know (Farnam Street) Investing in the Misunderstood (MicroCapClub) Asymmetric Polarization (The Big Picture) … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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 Enterprising Investor) 6. A Fanatic is One Who Can’t Change his … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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 risk: What you will not learn at university (The Globe and … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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) Chat with Peter L. Bernstein (Jason Zweig) Fairholme Capital Management Jun … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

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 Year (The Investor’s Field Guide) Wise Words from Seth Klarman and Howard … Read More

This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017

Johnny HopkinsValue Investing News Comments

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 in One Giant Chart (Visual Capitalist) Investor Returns Hurt by Attempts to … Read More

This Week’s Best Investing Reads From Our Top 50 Investing Blogs 2017

Johnny HopkinsValue Investing News Comments

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 two other times in history when stocks were more expensive … Read More

44% Of Fund Managers Say Stocks Are Overvalued

Johnny HopkinsValue Investing News Comments

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 overvalued, up from 37 percent last month. The technology-heavy Nasdaq Composite … Read More

So Value Investing Is Not Dead According To Goldmans

Johnny HopkinsValue Investing News Comments

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 Fama and Kenneth French and espoused by none other than … Read More