Tag Archive

This week’s best investing news: The Airbnbs (PaulGraham) The Narrative Machine v3.0 (EpsilonTheory) Steve Cohen – America’s Most Profitable Day Trader (video) (FINAiUS) The Opposite of a Good Idea (FundooProfessor) Bold & Disciplined Management: RH’s Potential for Long-Term Growth (Polen) What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More (Validea) Comforts of … Read More

This week’s best investing news: Warren Buffett & Charlie – “A Wealth of Wisdom” – Full Transcript (CNBC) How to Work Hard (Paul Graham) The Most Ignored Investing Premium (Validea) On Low Treasury Yields (Verdad) I’m So Tired of the Transitory Inflation “Debate” (Epsilon Theory) Howard Marks: The Truth About Investing – Full lecture … Read More

This week’s best investing news: Inner Game with Steven Cohen (Stray Reflections) Gundlach Predicts Inflation Nearing 5% (Validea) Doctor Copper (Verdad) Warren Buffett Filing Indicates Berkshire Hathaway Bought Back $6 Billion of Stock in 2nd Quarter (Barron’s) Virtual Value Investing Q&A Speaker Series Event at Brown University with Howard Marks (VI Q&A) … Read More

This week’s best investing news: The Golden Constant (Verdad) “Yay, Stock Buybacks!” (Epsilon Theory) Investment Styles and Personality Type (Validea) Oaktree’s Marks Sees Opportunities Abroad in ‘Downtrodden’ Debt (Bloomberg) Portfolio Acid Test (Humble Dollar) Li Lu – The stock market is not created for Value Investors” (WeLoveValue) How Cash Flow Based Value Metrics Performed this … Read More

This week’s best investing news: A Project of One’s Own (Paul Graham) Customers Love Free Stuff … But That’s Not Your Problem (Bill Gurley) Markets Have Bought The Fed’s ‘Transitory’ Narrative Hook, Line And Sinker (Felder) Virtual Value Investing Q&A Speaker Series Event at Brown University with Bill Nygren (Brown) High Quality … Read More

Here’s a list of this week’s best investing news: An Age Old ‘Game’ (Jamie Catherwood) I’m Trying To Understand Hedonic Adjustments (Epsilon Theory) David Swensen: The Peter Lynch of Institutional Investing (Morningstar) Weighting on China (Verdad) Investor Taxes and Stock Prices: Threading the Needle! (Aswath Damodaran) The Martian (Scott Galloway) Watch Bill Ackman at the … Read More

Here’s a list of this week’s best investing news: Berkshire Hathaway 2021 Annual Meeting Insights (BVI) A History of Commodity Booms & Busts (Jamie Catherwood) Crazy New Ideas (Paul Graham) Berkshire Hathaway’s Stock Price Is Too Much for Computers (WSJ) The Limits of Investing Sanity (Collaborative Fund) Graham & Doddsville Newsletter Spring 2021 (Columbia) … Read More

Here’s a list of this week’s best investing news: Taxing Speculation (Jamie Catherwood) Do Treasuries Still Work? (Verdad) Investing At The Later Stage (Collaborative Fund) Legendary Value Manager Charles de Vaulx Found Dead (Barron’s) What The Boom In Fraud Says About The Current Market Environment, Part Deux (Felder) Nassim Taleb calls bitcoin an ‘open … Read More

Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asset Allocation (Verdad) How to Invest Like Warren Buffett (Morningstar) The Corporate Tax Burden: Facts and Fiction (Aswath Damodaran) Stock Answer (Humble Dollar) Why Founder-Led Companies Outperform (Validea) Master Series: Francois … Read More

Here’s a list of this week’s best investing news: The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist) Li Lu: Value Investing in China, Full Transcript (Latticework) David Einhorn Greenlight Letter Q1 2021 (ValueWalk) Designing a Countercyclical Approach (Verdad) Julian Robertson – 1980 – 1998 Awesome Twitter Thread (Frederik Neckar) Michael … Read More

Here’s a list of this week’s best investing news: Fireside Chat – Value Investing in China with Himalaya Capital’s Li Lu and professor Bruce Greenwald (CBS Greater China Society) Death to the Lost Decade (Verdad) The Big Lessons of the Last Year (Collaborative Fund) Drawing the Narrative Battle Lines (Epsilon Theory) We Might Be … Read More

Here’s a list of this week’s best investing news: A History of Boats, Canals & Finance (Jamie Catherwood) A Tiger Can’t Change Its Stripes (Epsilon Theory) Countercyclical Asset Allocation (Verdad) Small-Cap: Much Ado About Quality (Marquette) Pershing Square Holdings, Ltd. 2020 Annual Report (Pershing) Interest Rates and Stock Prices: More than meets the … Read More

A recent paper by DoubleLine refutes five commonly held misconceptions about the death of value investing. These are: 1. Book Value Is Flawed. Therefore, No Compelling Value Spread Exists 2. This (High-Tech) Time, It’s Different 3. The (Super) Stars Will Shine 4. Low Rates Lay Low Value Investors 5. The … Read More

Here’s a list of this week’s best investing news: Gilded Age or Roaring Twenties? (Jamie Catherwood) Warren Buffett’s $10 Billion Mistake (Reuters) Inflation, Overvaluation, and the Future of Diversification (Verdad) Cliff Asness – The Replication Crisis That Wasn’t (AQR) Hot and Cold (Epsilon Theory) Five Investing Powers (Collaborative Fund) The Agony & The Ecstasy … Read More

Here’s a list of this week’s best investing news: Howard Marks Memo – 2020 in Review (Oaktree) Lindsell Train – Rational Numbers (Lindsell Train) Modern Issues, Old Solutions (Jamie Catherwood) The Economic Recovery in Japan (Verdad) Berkshire Hathaway Proxy Shows Warren Buffett Is Old School When it Comes to Compensation, Board Makeup … Read More

A recent article at Bloomberg discusses how value stocks are morphing into momentum stocks, and are weeks away from the ‘holy grail’ of a momentum boost. Here’s an excerpt from the article: Value stocks are morphing into their once-feared momentum rivals, a shift that could accelerate in coming weeks and … Read More

Here’s a list of this week’s best investing news: Curious Speculations: Collectibles & NFTs (Jamie Catherwood) On Inflation (Verdad) The Best Way to Rob a Bank (Epsilon Theory) Avoiding Bad Decisions (Farnam Street) Terry Smith: three shares I bought and why (Interactive Investor) The Fed Isn’t Printing As Much Money As You Think (Collaborative Fund) … Read More