Here is a list of this week’s best investing reads: Changes in the Finance Industry; A Hatchet Job on Buffett (csinvesting) Your First Thought Is Rarely Your Best Thought: Lessons on Thinking (Farnam Street) Decision Regret (A Wealth of Common Sense) Defeating Nonsense with Evidence (The Reformed Broker) Amazon Adds A McDonald’s In Market Cap In The Month Of … Read More
WSJ: It Might Finally Be Value Stocks’ Time to Shine
Here’s a great article at the WSJ which discusses the possibility of a value investing comeback in 2018. Here’s an except from that article: A little volatility might be what value stocks need to get their mojo back. Such stocks–which tend to have slow but steady earnings growth and cheap … Read More
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: The Drawbacks of Behavioral Finance During a Market Correction (A Wealth of Common Sense) Winning the Battle, Losing the War (Farnam Street) Passive My A** (The Reformed Broker) Warren Buffett Shares Stories About Two Remarkable Immigrant Small Business Owners (Yahoo Finance) Why Investors Truly Have ‘Nothing To Fear … Read More
Morningstar: Value Investing: Patience Will Be Rewarded
Here’s a great article from Morningstar which discusses the importance of patience as a value investor. One of the key takeaways is: “However, by anchoring investment decisions to value, we can navigate challenging circumstances and look through market noise and emotion to identify and take advantage of opportunities that may … Read More
The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)
The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news: Investing Reads Complexity Bias: Why We Prefer Complicated to Simple (Farnam Street) Will Big Tech Do The Right Thing? (The Felder Report) The Fatal Mistake Crypto Investors are Making Now (The Reformed Broker) 10 Things Investors Can Expect in … Read More
Reuters – Value Stocks Expected To Jump In 2018
Here’s an article from Reuters, written by David Randall, that should be of interest to value investors, regarding the prospects of value stocks in 2018. NEW YORK (Reuters) – Value stocks are getting a once-over from some U.S. growth fund managers in early 2018 as they prowl for overlooked shares … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Considerations for Cashing Out of the Stock Market (A Wealth of Common Sense) Is This How The ‘Winner-Take-All’ Era Comes To An End? (The Felder Report) Bill Miller: What’s luck got to do with it? (Jason Zweig) Q&A with Tobias Carlisle Author of The Acquirer’s Multiple … Read More
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: For A Strategy To Outperform In The Long Run, It Has To Be Hard To Stick With (Thinknewfound.com) Has Value Investing Lost Its Shine? (Euclidean) Everything Regresses To The Mean (Morningstar) Thoughts on Cost of Capital and Buffett’s $1 Test – … Read More
This Weeks Best Investing Reads
Here’s a list of this week’s best investing reads: What the Charts Don’t Tell You (A Wealth of Common Sense) No Talent (The Reformed Broker) Graham & Doddsville Latest Newsletter (columbia.edu) Playing The Odds (The Irrelevant Investor) Passive Should Never Laugh At Active (The Macro Tourist) How to Remember What You Read (Farnam Street) Hash Power – A Documentary on … Read More
This Week’s Best Investing Reads
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) … Read More
Picking Growth Stocks Is Much More Difficult Than Picking Value Stocks – Bloomberg
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 … Read More
This Week’s Best Investing Reads
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 … Read More
This Week’s Best Investing Reads
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 … Read More
Value Stocks So Cheap – We Can Only Hope Now Is Like March 2000
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 … Read More
This Week’s Best Investing Reads
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 … Read More
This Week’s Best Investing Reads
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) … Read More
This Week’s Best Investing Reads
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) … Read More
This Week’s Best Investing Reads – Curated Links
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. … Read More
This Week’s Best Investing Reads – Curated Links
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 … Read More
This Week’s Best Investing Reads – Curated Links
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 … Read More