Here’s a list of this week’s best investing reads: Elizabeth Warren’s Banking Sector Napalm (The Reformed Broker) You May Have Longer Than You Think to Invest For Retirement (A Wealth of Common Sense) Don’t Neglect the Forgotten (csinvesting) Value Investing During Seasons of Growth (Forbes) Howard Marks Memo – On The Other … Read More
This Week’s Best Investing Reads 7/26/2019
Here’s a list of this week’s best investing reads: The Optimal Portfolio (A Wealth of Common Sense) Pershing Square up 45% in the first half of 2019 as Bill Ackman win streak continues (CNBC) Financial Twitter Loses a Source of Humility and Wisdom, but Good Voices Remain (Jason Zweig) Playing the Odds (csinvesting) … Read More
This Week’s Best Investing Reads 7/19/2019
Here’s a list of this week’s best investing reads: Paradigm Shifts (Ray Dalio) Value Is Dead, Long Live Value (OSAM) Joel Greenblatt – Keynote Presentation: Ben Graham VI (CFA Institiute) Trends That May End With The Baby Boomers (A Wealth of Common Sense) How I invest my own money (The Reformed Broker) … Read More
This Week’s Best Investing Reads 7/12/2019
Here’s a list of this week’s best investing reads: Blogger wisdom: genuine surprises (Abnormal Returns) The Broker Who Saved America (The Reformed Broker) Why stock-picking skills do, in fact, exist (The Globe and Mail) ‘Super 6’ List of Deep Value Investing Thought Leaders (and their quotes) (einvesting) No A for Effort (Humble … Read More
This Week’s Best Investing Reads 7/5/2019
Here’s a list of this week’s best investing reads: The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors (OSAM) The Best Ten Years Ever (The Irrelevant Investor) On The Benefits of Being Average (A Wealth of Common Sense) Quant Cassandra (Cliff Asness) We the Corrupt (Safal Niveshak) Fama vs … Read More
This Week’s Best Investing Reads 6/28/2019
Here’s a list of this week’s best investing reads: Unlimited Upside (The Irrelevant Investor) Leveraged Investors Could Be Signaling A Bear Market Is Now Underway (The Felder Report) How to Win Any Argument About the Stock Market (A Wealth of Common Sense) Being on the wrong side of this decade’s investing mega-trend … Read More
This Week’s Best Investing Reads 6/21/2019
Here’s a list of this week’s best investing reads: When Everything That Counts Can’t Be Counted (The Reformed Broker) ‘You Better Be Careful And Keep Your Eyes Open’ (The Felder Report) Why Do We Need Inflation? (A Wealth of Common Sense) While Studying Bonds, Why Credit Rating Analysts Should Keep an Eye on the … Read More
This Week’s Best Investing Reads 6/14/2019
Here’s a list of this week’s best investing reads: Howard Marks Memo – This Time It’s Different (Oaktree Capital) When Does the Stock Market Go Up? (A Wealth of Common Sense) Meatless Future or Vegan Delusions? The Beyond Meat Valuation (Aswath Damodaran) This Is One Of The Worst Risk/Reward Setups In History (Felder … Read More
This Week’s Best Investing Reads 6/7/2019
Here’s a list of this week’s best investing reads: Tobias Carlisle – The Risks And Rewards Of Deep Value Investing (Bloomberg) The Danger of Comparing Yourself to Others (Farnam Street) Tesla’s Travails: Curfew for a Corporate Teenager? (Aswath Damodaran) Financial Advice For My New Daughter (Collaborative Fund) The Coddling of the American Investor … Read More
This Week’s Best Investing Reads 5/31/2019
Here’s a list of this week’s best investing reads: Five Lessons from History (Collaborative Fund) What I Learned from Doing a Financial Plan (The Irrelevant Investor) Jeff Bezos: Big Things Start Small (Farnam Street) The David Bowie Hedge When Buying a Home (A Wealth of Common Sense) Danger Ahead (Humble Dollar) This is Why … Read More
This Week’s Best Investing Reads 5/24/2019
Here’s a list of this week’s best investing reads: Is the paradigm that has defined investment returns for a decade coming to an end? (13D Research) The Three Phases of an Investor’s Life (The Reformed Broker) The Difference (A Wealth of Common Sense) Realistic Personal Finance Hacks (Collaborative Fund) Another Breadth … Read More
This Week’s Best Investing Reads 5/17/2019
Here’s a list of this week’s best investing reads: Value Investing: Bruised By 1000 Cuts (GMO) Financial Superpowers (A Wealth of Common Sense) An Ode to the Ten Commandments of Investment Management (Mohnish Pabrai) Degrees of Confidence (Collaborative Fund) This Indicator Suggests It May Pay To Favor Gold Over Equities Going Forward (The Felder … Read More
This Week’s Best Investing Reads 5/10/2019
Here’s a list of this week’s best investing reads: How Compounding Works in the Stock Market (A Wealth of Common Sense) Charlie Munger on Commission-Based Brokers and Bankers (The Reformed Broker) Value Investing Will Beat Growth Again — but Maybe Not for Years to Come (Barron’s) Deja Vu (csinvesting) GMO: Your Portfolio Obsession … Read More
This Week’s Best Investing Reads 5/3/2019
Here’s a list of this week’s best investing reads: Useful and Overlooked Skills (Collaborative Fund) Investors Aren’t Embracing Risk In The Way Equity Bulls Should Hope (The Felder Report) The Lies We Tell (Farnam Street) The quest to find companies that have a lasting competitive edge (The Economist) Warren Buffett Is About … Read More
This Week’s Best Investing Reads 4/26/2019
Here’s a list of this week’s best investing reads: The Anatomy of a Great Decision (Farnam Street) The Problem With Most Financial Advice (Of Dollars and Data) What a Strange Round Trip It’s Been (A Wealth of Common Sense) The Intangibles of Assessing Management Quality (Safal Niveshak) Three Reasons You’re Never Satisfied (The Reformed Broker) … Read More
This Week’s Best Investing Reads 4/19/2019
Here’s a list of this week’s best investing reads: Warren Buffett: The Greatest Factor Investor of All Time? (CFA Institute) How to Improve Your Risk-Adjusted Returns (The Irrelevant Investor) The Importance of Working With “A”Players (Farnam Street) Investing Do’s and Don’ts (Morningstar) Looking for Easy Games in Bonds (Michael Mauboussin) Investors … Read More
This Week’s Best Investing Reads 4/12/2019
Here’s a list of this week’s best investing reads: You Have To Live It To Believe It (Collaborative Fund) Current Events (csinvesting) Aswath Damodaran – Lyft overvalued here, according to the dean of valuation (YouTube) Five Crashes (Humble Dollar) Danger Zone: Traditional Value Investors (Forbes) Investing In Shipping Stocks: Lessons From Walter Schloss … Read More
This Week’s Best Investing Reads 4/5/2019
Here’s a list of this week’s best investing reads: Howard Marks Memo – Growing The Pie (Oaktree) Ray Dalio – Why and How Capitalism Needs to Be Reformed (Part 1) (LinkedIn) How is the Market Doing? (The Irrelevant Investor) Stock Investors: You Have Nothing to Fear but Fear Itself (Vitaliy Katsenelson) Real Estate … Read More
This Week’s Best Investing Reads 3/29/2019
Here’s a list of this week’s best investing reads: In the face of adversity, are you a Guernsey or a Brahman? (Farnam Street) ROCE-Growth Matrix, and Few Potential Wealth Creators (Safal Niveshak) One more elephant for Berkshire? (The Reformed Broker) Spotting Investment Opportunities In Out Of Favor Industries (Forbes) 2019 Ivey Value Investing … Read More
This Week’s Best Investing Reads 3/22/2019
Here’s a list of this week’s best investing reads: Yes, It’s All Your Fault: Active vs. Passive Mindsets (Farnam Street) The Market Won’t Provide High Returns Just Because You Need Them (A Wealth of Common Sense) The Hidden Risk When You Own Stocks for the Long Run (Jason Zweig) GMO’s Montier on … Read More