March 9, 2021

Startup Failure Rates

Nice analysis of startup failure rates by stage. —- —- Link Dissecting startup failure rates by stage – Sebastian Quintero Good investing, Meb Faber theideafarm.com
March 8, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have two episodes with people who built their firms based on strong values, an episode with one of the main people featured in The China Hustle documentary, […]
March 5, 2021

Worried about the 40 in your 60/40?

Some thoughts on fixed income, and ideas on what to do with the 40 in the traditional 60/40 stock bond portfolio. —- —- Link What to do With the 40 – Northern Trust Good investing, Meb Faber theideafarm.com
March 4, 2021

Improving the Odds of Active Management Success

An oldie but goodie. Low cost, a thoughtful qualitative manager selection process, and patience – timeless advice on some important elements of putting active management to work. —- —- Link Keys to improving the odds of active management success – […]
March 3, 2021

Momentum Turnover

An excellent piece from Warren Pies on a historic shift that looks to be in store for momentum strategies. —- —- Link Historic Turbulence Ahead – 3Fourteen Research Good investing, Meb Faber theideafarm.com
March 2, 2021

Berkshire

Berkshire’s 2020 shareholder letter. —- —- Link 2020 Shareholder Letter – Berkshire Hathaway Good investing, Meb Faber theideafarm.com
March 1, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have another episode with Jeremy Grantham on why we’re living in a historic market bubble, Mike Green on his political framework for assessing current issues in America, […]
February 27, 2021

Bubble? – Dalio’s Take

Ray Dalio puts the current market into perspective. —- —- Link Stock Market Bubble? – Ray Dalio Good investing, Meb Faber theideafarm.com
February 26, 2021

Regenerative Ag

Regenerative agriculture and thoughts on mobilizing investment across asset classes. Plus, an excellent bibliography for anyone interested in a true deep dive on the subject. —- —- Link Soil Wealth – Electris, Humphreys, Lang, LeZaks, Silverstein Good investing, Meb Faber […]
February 25, 2021

PSH Investor Presentation

Annual investor presentation complete with a portfolio update after an excellent 2020. —- —- Link Annual Investor Presentation, February 18 2021 – PSH Good investing, Meb Faber theideafarm.com
February 24, 2021

The ‘Value is Dead’ Narrative

Rob Arnott and crew explore value investing, and question whether or not underperformance means we’re in a new normal for value. —- —- Link Reports of Value’s Death May Be Greatly Exaggerated – Arnott, Harvey, Kalesnik, Linnainmaa Good investing, Meb […]
February 23, 2021

Goldman Sachs 2021 Outlook

Prospects for a pickup in global growth, accommodative policy, and risks that lie ahead. Goldman Sachs covers this and more in their 2021 outlook. —- —- Link Outlook – US Resilient – Goldman Sachs Good investing, Meb Faber theideafarm.com
February 22, 2021

Growth and Value

History behind the Russell Growth and Value indexes. —- —- Link Russell Growth and Value Indexes: the enduring utility of style – FTSE Russell Good investing, Meb Faber theideafarm.com
February 22, 2021

Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jason Zweig on the future of financial advice, how a zero-commission trading app in Europe has navigated 2021 the right way, and how Katie Haun went from being […]
February 18, 2021

Bridgewater 2021 Outlook

Bridgewater’s global outlook for 2021. —- —- Link Our 2021 Global Outlook – Bridgewater (PDF) Our 2021 Global Outlook – Bridgewater (Link with videos) Good investing, Meb Faber theideafarm.com