Here’s a list of this week’s best investing reads: The Best Hedge Fund Manager of All Time Is… (Institutional Investor) Even God Couldn’t Beat Dollar-Cost Averaging (Of Dollars & Data) Simple vs. Complex, 2018 Edition (A Wealth of Common Sense) Compounding Knowledge (Farnam Street) If This Isn’t Stock Manipulation, I Don’t Know What Is (The Felder Report) Two … Read More
This Week’s Best Investing Reads 2/1/2019
Here’s a list of this week’s best investing reads: Yuval Noah Harari: Why We Dominate the Earth (Farnam Street) Who Owns All the Stocks & Bonds? (A Wealth of Common Sense) Origins of Greed and Fear (Collaborative Fund) The Single Greatest Error (The Irrelevant Investor) Value investing is long on virtue but has been short on reward … Read More
This Week’s Best Investing Reads 1/25/2019
Here’s a list of this week’s best investing reads: The Biggest Returns (Collaborative Fund) Samuel Andrews: The Man With the Billion Dollar Ego (Farnam Street) Pulling In Their Horns (The Reformed Broker) Diversification is (Almost) Undefeated (A Wealth of Common Sense) The Investor Seth Klarman, in a Rare Interview, Offers a Warning. Davos Should Listen (The New Yorker) … Read More
This Week’s Best Investing Reads 1/18/2019
Here’s a list of this week’s best investing reads: How to Do Great Things (Farnam Street) What I Learned From Jack Bogle (A Wealth of Common Sense) Stock Markets and the Rule of Law (The Reformed Broker) Caveat Investor? (Cliff Asness) Buy Low, Buy High (The Irrelevant Investor) Billionaire Sam Zell Buys Gold for First Time in … Read More
This Week’s Best Investing Reads 1/11/2019
Here’s a list of this week’s best investing reads: How Not to Be Stupid (Farnam Street) 10 Things Investors Can Expect in 2019 (A Wealth of Common Sense) The Art of the Deal, 2019 (The Reformed Broker) Wild Expectations (Collaborative Fund) Seven Big Ideas from Fooled by Randomness (Safal Niveshak) A History of Bear Market Bottoms (The Irrelevant Investor) ‘You Have To Know … Read More
This Week’s Best Investing Reads 12/21/2018
Here’s a list of this week’s best investing reads: The Spacing Effect: How to Improve Learning and Maximize Retention (Farnam Street) Prediction vs. Preparation (A Wealth of Common Sense) Unforced Errors (The Reformed Broker) Did The Fed Just Make Another Mistake? (The Felder Report) Why Value Investing Is Making A Comeback (US News) Surveying the Damage (The Irrelevant Investor) 30 … Read More
This Week’s Best Investing Reads 12/14/2018
Here’s a list of this week’s best investing reads: Why Small Habits Make a Big Difference (Farnam Street) Normal Accidents in the Stock Market (A Wealth of Common Sense) Mind the Gap (Humble Dollar) CNBC’s full interview with Paul Tudor Jones (CNBC) Asset Owners Are Falling Out of Love With Index Funds (Institutional Investor) Rational vs. Reasonable (Collaborative … Read More
This Week’s Best Investing Reads 12/7/2018
Here’s a list of this week’s best investing reads: Love, Happiness, and Time (Farnam Street) The Market Right Now Doesn’t Care How Fantastic Your Stocks Are (Vitaliy Katsenelson) The 80-Hour Workweek (A Wealth of Common Sense) Facebook Is Undervalued (Base Hit Investing) The Law of Large Numbers (The Irrelevant Investor) Why Smart People Are Vulnerable to Putting Tribe Before Truth (Scientific … Read More
This Week’s Best Investing Reads 11/30/2018
Here’s a list of this week’s best investing reads: Battling Entropy: Making Order of the Chaos in Our Lives (Farnam Street) My favorite analogy for stocks vs the economy (The Reformed Broker) Why BRK? (The Brooklyn Investor) The Stock Market Doesn’t Care About You (A Wealth of Common Sense) Selfish Writing (Collaboratve Fund) The Nifty Fifty (The Irrelevant Investor) The Fed Warns The … Read More
This Week’s Best Investing Reads 11/22/2018
Here’s a list of this week’s best investing reads: There’s Seldom Any Traffic on the High Road (Farnam Street) Surveying the Damage in Stocks (A Wealth of Common Sense) Yards After Contact (The Reformed Broker) To Succeed In The Markets You Must Become A ‘Second Level Thinker’ (The Felder Report) Humble Exits (Collaborative Fund) Price is set at the margin (csinvesting) … Read More
This Week’s Best Investing Reads 11/16/2018
Here’s a list of this week’s best investing reads: How This All Happened (Collaborative Fund) Defensive Decision Making: What IS Best v. What LOOKS Best (Farnam Street) Family Inc. (Humble Dollar) Playing with Fire (The Reformed Broker) What If You Retire At a Stock Market Peak? (A Wealth of Common Sense) Why Warren Buffett Would Be Buying Precious Metals Again Today … Read More
This Week’s Best Investing Reads 11/09/2018
Here’s a list of this week’s best investing reads: What’s Staying the Same (Farnam Street) The McRib Effect (Of Dollars & Data) Tiny Improvements, Big Results (A Wealth of Common Sense) I Remember When (The Irrelevant Investor) When Things Get Wild (Collaborative Fund) Will the stock market celebrate gridlock? (The Reformed Broker) The Quant Frontier (Jamie Catherwood) In Praise of Mediocrity, Being Happy, … Read More
This Week’s Best Investing Reads 10/26/2018
Here’s a list of this week’s best investing reads: And now…a reality check (The Reformed Broker) Hemingway, a Lost Suitcase, and the Recipe for Stupidity (Farnam Street) DotCom Deja Vu (The Felder Report) Can the Stock Market Predict The Next Recession? (A Wealth of Common Sense) Value Investing Claims Another Casualty as $5 Billion … Read More
This Week’s Best Investing Reads 10/12/2018
Here’s a list of this week’s best investing reads: You Never Know (A Wealth of Common Sense) Time Horizon vs Endurance (Collaborative Fund) U-G-L-Y (The Irrelevant Investor) And then they came for the tech stocks… (The Reformed Broker) Lessons from Howard Marks’ New Book: “Mastering the Market Cycle – Getting the Odds on … Read More
This Week’s Best Investing Reads 10/05/2018
Here’s a list of this week’s best investing reads: Different Kinds of Smart (Collaborative Fund) What If Stocks Don’t Crash… (A Wealth of Common Sense) Excellent Article: The Psychology of Money (csinvesting) Sex on the Beach with Montaigne and Descartes (Farnam Street) The Nine Essential Conditions to Commit Massive Fraud (The Reformed Broker) The End is Nigh (The Irrelevant Investor) “In Defense of … Read More
Sequoia Fund Q3 2018 Letter: David Poppe Retiring
The Sequoia Fund recently released its Q3 2018 Letter. For the third quarter of 2018, Sequoia Fund generated a total return of 4.01%, net of fees, versus a 7.71% return for the Standard & Poor’s 500 Index. The Fund generated an 11.45% total return year-to-date through September 30, 2018 versus a 10.56% return … Read More
This Week’s Best Investing Reads 09/28/2018
Here’s a list of this week’s best investing reads: Winner Takes it All: How Markets Favor the Few at the Expense of the Many (Farnam Street) Knowledge vs. Skill (A Wealth of Common Sense) Dear Future Me (Above The Market) Make No Mistake (The Reformed Broker) Meditations on Mortality in Life and Investing (Safal Niveshak) Value Vs. Growth Stocks: Growth … Read More
This Week’s Best Investing Reads 09/21/2018
Here’s a list of this week’s best investing reads: Predicting the Future with Bayes’s Theorem (Farnam Street) Jeff Bezos with David Rubenstein at the Economic Club of Washington DC (The Reformed Broker) Revisiting the Fall of 2008 (A Wealth of Common Sense) Fool Me Three Times And I Give Up (Collaborative Fund) Siegel vs. Shiller: Is the Stock … Read More
This Week’s Best Investing Reads 08/10/2018
Here is a list of this week’s best investing reads: The Longest Bull Market of All-Time? (The Irrelevant Investor) What People Will Pay For (The Reformed Broker) Strategy vs. Tactics: What’s the Difference and Why Does it Matter? (Farnam Street) If It Sounds Too Good to Be True… (A Wealth of Common Sense) Value Investors Struggle–What Happened? (csinvesting) The Dangers … Read More
Value Stocks Come Roaring Back From the Dead – Bloomberg
Here’s a great article at Bloomberg which discusses the possible shift back to value stocks as cracks start to emerge in momentum stocks thanks to earnings disappointments from companies such as Facebook Inc. and Netflix Inc saying: Cheap equities are in vogue at long last — lending a helping hand … Read More