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
This Week’s Best Investing Reads 08/3/2018
Here is a list of this week’s best investing reads: The Spectrum of Financial Dependence and Independence (Collaborative Fund) The 3 Levels of Wealth (A Wealth of Common Sense) No, No, No (The Irrelevant Investor) Once in a lifetime, if you’re lucky (The Reformed Broker) The Untapped Market That’s Ripe For Activists (Institutional Investor) It’s More Than Just FANG … Read More
This Week’s Best Investing Reads 07/20/2018
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 … Read More
This Week’s Best Investing Reads 07/13/2018
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) … Read More
This Week’s Best Investing Reads 07/06/2018
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 … Read More
This Week’s Best Investing Reads 06/29/2018
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 … Read More
Schroders: Why Value Investing May Be Primed To Bounce Back
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 … Read More
This Week’s Best Investing Reads 06/22/2018
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) … Read More
This Week’s Best Investing Reads 06/15/2018
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 … Read More
Why Value Investors Shouldn’t Give Up Just Yet
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 … Read More
This Week’s Best Investing Reads 06/08/2018
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 … Read More
This Week’s Best Investing Reads 05/25/2018
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 … Read More
This Week’s Best Investing Reads 05/18/2018
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 … Read More
This Week’s Best Investing Reads
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, … Read More
This Week’s Best Investing Reads
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 … Read More
This Week’s Best Investing Reads
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 … Read More