Tag Archive

Here’s a list of this week’s best investing reads: Tradeoffs: The Currency of Decision Making (Farnam Street) Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense) It’s Time To Get Greedy In The Energy Sector (The Felder Report) Michael Mauboussin found the ideal team size for a money … Read More

Here’s a list of this week’s best investing reads: The 5 Types of Market Crash Predictions (A Wealth of Common Sense) No More Gurus (Collaborative Fund) How Performance Reviews Can Kill Your Culture (Farnam Street) Warren Buffett Attempted To Buy Tech Data Corp. In Thwarted $5 Billion Deal (CNBC) Is It Time To Get … Read More

Here’s a recent article at Forbes which discusses how even though value investing has had an impressive long term record, has the strategy finally stopped working? Here’s an excerpt from the article: Historically, in the U.S. buying cheaper stocks helped improve performance. Over the past decade or so it generally … Read More

Here’s a list of this week’s best investing reads: Would the Stock Market Crash if Elizabeth Warren Became President? (A Wealth of Common Sense) Count the Cash (Humble Dollar) Move Over Viagra Ads, Here Come the Financial Advisers (Jason Zweig) Founders, VCs and Values – Thoughts on a Critical Moment (Collaborative Fund) A coming … Read More

Here’s a list of this week’s best investing reads: What Happens Next After Stocks Are Up Big? (A Wealth of Common Sense) Berkshire Hathaway earnings; Buffett’s Investment Was Blocked by BofA’s Call Center; The Making of the World’s Greatest Investor (Whitney Tilson) Markets Where Only Fools Rush in (Jason Zweig) Surveys Are Mostly Bullshit … Read More

Here’s a list of this week’s best investing reads: Illusion of Transparency: Your Poker Face is Better Than You Think (Farnam Street) The Hierarchy of Stock Market Losses (A Wealth of Common Sense) Is Buying Stocks at an All-Time High a Good Idea? (Meb Faber) Einhorn and Musk Go Toe-To-Toe On Twitter (CNBC) … Read More

Here’s a list of this week’s best investing reads: How to Use Occam’s Razor Without Getting Cut (Farnam Street) The Spectrum of Wealth (Collaborative Fund) Everything You Need to Know About Recessions (A Wealth of Common Sense) This Is What Monetization Of The Debt Looks Like (The Felder Report) The Most Bullish Signal in … Read More

Here’s a list of this week’s best investing reads: Five Questions: Tackling Some of the Toughest Questions in Investing with Michael Mauboussin (Validea) A Eulogy for the 60/40 Portfolio (A Wealth of Common Sense) Let Your Cash Flourish (bps and pieces) Global Stocks Starting to Inflect Higher (Reformed Broker) How did Mohnish Pabrai inspire … Read More

Here’s a list of this week’s best investing reads: Howard Marks Latest Memo – Mysterious (Oaktree Capital) Focused and Diffuse: Two Modes of Thinking (Farnam Street) Terrible Business Plans, Wonderful Businesses (A Wealth of Common Sense) Improving the Odds (HumbleDollar) A Reckoning for Value Investing as Quants Gather in London (BNN Bloomberg) Non-Ergodicity and … Read More

Here’s a list of this week’s best investing reads: Recession is Coming, “Code Red” Yield Curve Indicator Seals the Deal (The Reformed Broker) Unified American Discourse (The Irrelevant Investor) Would the Market Care if the President Was Impeached? (A Wealth of Common Sense) Three Big Things: The Most Important Forces Shaping the World … Read More

Here’s a list of this week’s best investing reads: The 2019 S&P 500 Sector Quilt (A Wealth of Common Sense) WeWork Lessons That Apply To Lots of Stuff (Collaborative Fund) Externalities: Why We Can Never Do “One Thing” (Farnam Street) ‘Performance Chasing’—and Why It Can Be Perilous for Your Portfolio (Fortune) At What … Read More

Here’s a list of this week’s best investing reads: Green New Deal is Inevitable (The Reformed Broker) Explaining the Stock Market to Big Cat (A Wealth of Common Sense) Canvas Q&A w/ Patrick O’Shaughnessy (bps and pieces) Fat, Happy, And In Over Your Head (Collaborative Fund) The Next Recession (The Irrelevant Investor) No Stock … Read More

Here’s a list of this week’s best investing reads: The Cost of Waiting (Of Dollars and Data) Why Value Investing Works (Safal Niveshak) Yes, the Stock Market is Going to Crash (A Wealth of Common Sense) Why We Love to Call Everything a Bubble (Bloomberg) A Behavioral Prescription (The Irrelevant Investor) Insights on VC Pricing: … Read More

Here’s a list of this week’s best investing reads: Why Value’s Long Slog May Finally Have Ended (Along With The Bull Market) (The Felder Report) The Power of Questions (Farnam Street) Re-Framing the Next Downturn (A Wealth of Common Sense) Tobias Carlisle Breaks Down The Growth Versus Value Ratio (tdameritradenetwork.com) What Happens … Read More

Here’s a list of this week’s best investing reads: From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak? (Aswath Damodaran) The Real Bubble Has Always Been in Active Management (Reformed Broker) Not My Guru (Humble Dollar) You Probably Can’t Use the Yield Curve to Time the Market (A Wealth of Common Sense) WeWTF … Read More

Here’s an excerpt from an article at The Globe and Mail which discusses five reasons why value investing may never regain its appeal: There has been a lot of talk about the death of value investing. The strategy, embraced by Benjamin Graham and Warren Buffett and many followers, has beaten … Read More

Here’s a list of this week’s best investing reads: Why Complexity Sells (Collaborative Fund) Learning from other Industries (csinvesting) The (Not So) Fantastic Four (The Felder Report) Michael Burry Urges GameStop to Buy Back $238 Million of Stock with Cash on Hand (Scion Capital) Are Value Stocks Good Value? (Morningstar) Tesla Has Failed Massively … Read More

Here’s a list of this week’s best investing reads: Investing in a Negative Interest Rate World (A Wealth of Common Sense) Is the Yield Curve Coming to Kill You? (The Reformed Broker) The Laws of Investing (Collaborative Fund) Bonds Are Frickin’ Expensive (Cliff Asness) Country Risk: A Mid-year 2019 Update (Aswath Damodaran) Stocks Plunge As … Read More

Here’s a list of this week’s best investing reads: Why the stock market must go down (The Reformed Broker) Different Ways to be Rich in 2019 (A Wealth of Common Sense) An Old Film on the Stock Market (csinvesting) Whither Vanguard? (HumbleDollar) Strategic Value Investing: A Thoughtful Approach (Yahoo) Don’t Count Out Value Investing … Read More