February 26, 2019

Autosend

A bit of a love letter to buybacks from Uncle Warren… Download PDF Berkshire annual report Good investing,Meb Fabertheideafarm.com
February 19, 2019

Top Podcasts of the Week

Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1. DoubleLine – The Sherman Show:  Dr. Shiller, Sterling Prof on Econ  Dr. Shiller discusses key issues he sees coming in 2019, the CAPE ratio and current U.S. market […]
February 12, 2019

Just Markets

Always fun listening to Gundlach…lots and lots of charts! Chart then download:—- —- Link Just Markets Website Good investing,Meb Fabertheideafarm.com
February 10, 2019

The Hottest Startup

This may bring a smile to your day…no pic just a PPT! Startup Pitch Good investing,Meb Fabertheideafarm.com
February 7, 2019

Stocks since….1692?

Stock returns back to 1791. (and 1692 in the UK!) Great reads for the market historians out there… Chart then download:—- —- Link and Website Good investing,Meb Fabertheideafarm.com
February 1, 2019

Top Stocks 2019

For all you fundy stockpickers out there… Straight to the download: Link Top Stocks 2019 Website Good investing,Meb Fabertheideafarm.com
January 30, 2019

bizzaro year

Nice review of 2018 from the ReSolve crew: Chart then download:—- —- Link 2018 Year End Review Website Good investing,Meb Fabertheideafarm.com
January 29, 2019

Global Monkey

I think I sent this before but couldn’t find it, so, worth a re-read! Winton on home bias and random portfolios…. Chart then download:—- —- Link The Global Monkey Website Good investing,Meb Fabertheideafarm.com
January 28, 2019

Top Podcasts of the Week

Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1.  Trend Following Ep. 731: Kyle Nel Interview with Michael Covel Kyle Nel is CEO and co-founder of Uncommon Partners, served as executive director for Lowe’s Innovation Labs, […]
January 27, 2019

Value and Trend

Nice year end letter from OSAM and crew… Chart then download:—- —- Link Year End Letter Website Good investing,Meb Fabertheideafarm.com
January 24, 2019

IS VOLATILITY A FRIEND OR A FOE?

Fun little paper and graphics…. Chart then download:—- —- Link Volatility a Friend or Foe? Website Good investing,Meb Fabertheideafarm.com
January 22, 2019

Investing in What?!

Might be my favorite academic paper of 2019… Chart then download:—- —- Link LEGO – THE TOY OF SMART INVESTORS Website Good investing,Meb Fabertheideafarm.com
January 21, 2019

Top Podcasts of the Week

Top podcasts of the (past two, sorry forgot to hit send) week! INVESTMENT—- 1.  Invest Like the Best: Ep.116 Abby Johnson – The Future of Finance Abby Johnson is the chairman and CEO of Fidelity Investments. She discusses the asset management […]
January 20, 2019

Is the Bubble Bursting?

Well, tell us what you really think…. “Our advice, consistent with our portfolio positions established in Q1 2018 – as usual, we were early – is to own as little U.S. equity as your career risk allows.” Chart then download:—- […]
January 16, 2019

Factor Momentum Everywhere

AQR crew on factors displaying momo… Abstract then download:—- In this article, the authors document robust momentum behavior in a large collection of 65 widely studied characteristic-based equity factors around the globe. They show that, in general, individual factors can […]