March 21, 2020
Cliff on PE and the illiquidity discount. —- The Illiquidity Discount? – Asness Good investing, Meb Faber theideafarm.com
March 18, 2020
It’s been an extraordinary stretch of days and weeks. It has no doubt been a challenge on many fronts. As we take stock of where we are in the world right now, I’d like to share some of my most […]
March 16, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on how to think about a wild week in the market, one of the original quants, a great episode with one of the first video […]
March 15, 2020
Vanguard’s 2020 outlook. —- —- Link Vanguard economic and market outlook for 2020: The new age of uncertainty Good investing, Meb Faber theideafarm.com
March 12, 2020
DoubleLine’s Gundlach on markets, the Fed, and his 10-year outlook. —- Link The Bond King: DoubleLine Founder and CEO Jeffrey Gundlach – Yahoo Finance Good investing, Meb Faber theideafarm.com
March 9, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on the economy, a fascinating episode about how a subreddit forum is moving the market, an interview with Patrick O’Shaughnessy as the guest […]
March 6, 2020
A look at current market conditions and some thoughts about portfolio protection and diversification. —- —- Link What to do When Nothing Looks Attractive? – Rocaton Good investing, Meb Faber theideafarm.com
March 4, 2020
Discussing the connection between momentum and human nature. —- —- Link The Factor Archives: Momentum – CANVAS – OSAM Good investing, Meb Faber theideafarm.com
March 2, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a fantastic episode with the famous short-seller Jim Chanos, an episode on how technology is only going to continue to have a huge impact on society, […]
February 29, 2020
Berkshire Annual Report 2019. —- —- Link Berkshire Hathaway 2019 Annual Report Good investing, Meb Faber theideafarm.com
February 26, 2020
Startups and power laws. —- —- Link Startup Growth and Venture Returns – AngelList Good investing, Meb Faber theideafarm.com
February 24, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode list: an episode with the chief economist at Vanguard, four episodes with venture capitalists (including Ashton Kutcher and the first investor in Lyft), and a couple […]
February 21, 2020
Walking through some thoughts on value. —- —- Link The presumed end of the Value premium – StarCapital Research Good investing, Meb Faber theideafarm.com
February 19, 2020
Some features and challenges investors face looking to invest in the deepening African financial markets. —- —- Link Africa’s public markets: Issues for investors – Ashmore Good investing, Meb Faber theideafarm.com
February 17, 2020
Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have episodes on the rise of D2C companies, the future of media (streaming, audio, podcasts and newsletters), and Disney CEO Bob Iger on his career and the […]