Tag Archive

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

Here’s a list of this week’s best investing news: Charlie Munger: 2021 Daily Journal Annual Meeting Transcript (Junto) Terry Smith Annual Shareholders’ Meeting Presentation February 2021 (Fundsmith) A Strategy for Emerging Market Crises (Verdad) The Opposite of 2008 (Epsilon Theory) No Room on the ARK? (Morningstar) Peter Lynch is the GOAT (Barry … Read More

Here’s a list of this week’s best investing news: Charlie Munger Speaks At The DJCO Annual Meeting (Yahoo Finance) Technology & The Financial Printing Press (Jamie Catherwood) Emerging Market Crises (Verdad) The Feynman Learning Technique (Farnam) A Conversation with Bill Ackman (Harvard Law) Paul Singer Warns of Trouble, and Is Eager to … Read More

Here’s a list of this week’s best investing news: Emerging Markets: Slow Growth, High Volatility (Verdad) Financial Innovation & Historical Recap (Investor Amnesia) Howard Marks & Joel Greenblatt: Is It Different This Time? (Real Vision) The Buffett Indicator at All-Time Highs: Is This Cause for Concern? (Visual Capitalist) A Few Good Books (Collaborative Fund) … Read More

Here’s a list of this week’s best investing news: Innovations in Asset Management (Investor Amnesia) Emerging Markets Crisis Investing (Verdad) 12 Life Lessons From Mathematician and Philosopher Gian-Carlo Rota (Farnam Street) Hammers and Nails (Epsilon Theory) Howard Marks: The Biggest Risk Is Rising Interest Rates (Market NZZ) Investing legend Terry Smith’s $30 billion equity fund … Read More

Here’s a list of this week’s best investing news: Speculation & The Underdog (Jamie Catherwood) Hunger Games (Epsilon Theory) The Best-Case Outcomes Are Statistical Outliers (Farnam Street) Fundamentals Still Matter (VSG) Unfortunate Investing Traits (Collaborative Fund) Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Goldman Sachs) The Storming of the Bastille: The Reddit Crowd targets … Read More

Here’s a list of this week’s best investing news: The Grocery Store Puzzle (Verdad) Power Grab: Activists, Shorts & The Masses (Jamie Catherwood) Guy Spier – With Whom I Would Invest (Guy Spier) Cliff Asness – We Are the 98 Percent (Cliff Asness) Why It’s Usually Crazier Than You Expect (Collaborative Fund) The Invulnerable … Read More

Here’s a list of this week’s best investing news: Investing in a Bubble (Verdad) A Confluence of Influence (Jamie Catherwood) The Seen and Unseen–Understanding Interest Rates (csinvesting) Terry Smith talks big tech, fraud and ESG (Investors Chronicle) What The Boom In Fraud Says About The Current Market Environment (Felder) A Different Game (Epsilon Theory) Renaissance Technologies’ … Read More

Here’s a list of this week’s best investing news: Political Conflict & Markets (Jamie Catherwood) The Irony of Growth (Verdad) Howard Marks: Something of Value (Oaktree) Cliff Asness Predicts Comeback for Quant Algorithms (Full Interview) (Bloomberg) Ten rising star hedge funds with surprisingly small AUMs. These managers are worth watching in 2021 … Read More

Here’s a list of this week’s best investing news: Jeremy Grantham – Waiting For The Last Dance (GMO) End of Mean Reversion? (Saber) Two Worlds: So Much Prosperity, So Much Skepticism (Collaborative Fund) Eventual Failure of False Beliefs (Barry Ritholz) Waves in Ship Prices & Investment (Verdad) ‘What Were You Thinking?’ Part Tres (Felder) … Read More

Here’s a list of this week’s best investing news: A Historic Year (Jamie Catherwood) Bill Ackman Has Had Another Blockbuster Year. His Fund Is Still Cheap (Barron’s) Charlie Munger on disruption and technology (Morningstar) Cathie Wood Sees 20% Returns After ‘Unbelievable’ 2020 (ARK) Dalio Sees Soaring Asset Prices and ‘Flood of Money’ … Read More

Here’s a list of this week’s best investing news: Tesla, ‘Passive’ & Herding (Jamie Catherwood) The Reasonable Optimist (Collaborative Fund) A Gut Punch (Cliff Asness) The Essential Truth Bombs from Stoic Philosophers (Medium) How to Value Berkshire Hathaway (Morningstar) Michael Mauboussin: WACC and Vol – Valuation for Companies with Real Options (Morgan … Read More

Here’s a list of this week’s best investing news: Charlie Munger – Caltech Webinar (Caltech) Siren Songs: IPOs & SPACs (Jamie Catherwood) Earnestness (Paul Graham) Capturing Excess Returns from Rating Changes (Verdad) Last Man Standing (Collaborative Fund) Warren Buffet on Saving American Small Business Full Interview (CNBC) Find The Courage To Act (Felder) Stephen … Read More

In their latest market outlook, Broyhill discusses the unprecedented dispersion between the ‘haves’ and the ‘have-nots’, notable examples of current market madness, and why value could be set for sweet revenge. Here’s an excerpt from the commentary: Word of an effective vaccine sent the world’s cheapest stocks surging the most … Read More

Here’s a list of this week’s best investing news: Billionaires Build (Paul Graham) Forecasting Bond Upgrades and Downgrades (Verdad) The Great Dispersion (Scott Galloway) A Few Things I’m Pretty Sure About (Collaborative Fund) Lockdowns, Innovation, and Businesses (Jamie Catherwood) You’re Only As Good As Your Worst Day (Farnam Street) Warren Buffett: Rare speech from Omaha … Read More

Here’s a list of this week’s best investing news: Value Investing: A History (Jamie Catherwood) How To Think For Yourself (Paul Graham) Beyond Yield (Verdad) Russian Nesting Deals (Epsilon Theory) Five Lessons From Dave Chappelle (Stratechery) Explore Or Exploit? How To Choose New Opportunities (Farnam Street) Game Theory (Humble Dollar) Keith McCullough On The Power Of Betting … Read More

Here’s a list of this week’s best investing news: Bubbles, Manias & Fraud (Jamie Catherwood) 100 Baggers: The Lost Chapter (Chris Mayer) We Have No Idea What Happens Next (Collaborative Fund) AMA? BITFD! (Epsilon Theory) Should Warren Buffett Dismantle Berkshire Hathaway? (Mindset Value) Zuckerman’s Curse and the Economics of Fund Management (Net Interest) Timing the Value … Read More

Here’s a list of this week’s best investing reads: Silver Linings (Jamie Catherwood) Is the Vaccine Our One Giant Leap? (A Wealth of Common Sense) The Big Lessons From History (Collaborative Fund) The Endemic Mindset (Epsilon Theory) Please Stop Asking Me About Bitcoin (Felder Report) How Julia Child Used First Principles Thinking (Farnam Street) 1929 Crash: … Read More

Here’s a list of this week’s best investing reads: Horses for Courses (Verdad) Times of Uncertainty (Jamie Catherwood) What Happens When Investors See People Dumber Than They Are Getting Rich (A Wealth of Common Sense) Learning Through Play (Farnam Street) A Work From Home Tax (The Irrelevant Investor) The only way this election ends (Reformed Broker) … Read More