The value factor looks attractive, but is there a fundamental reason it is cheap? AQR explores the question. —- —- Links Are Value Stocks Cheap for a Fundamental Reason? – AQR Webisode Good investing, Meb Faber theideafarm.com

Even in some of the greatest periods for value in the past fifty years, there were growth rallies. GMO dispels myths in the value vs. growth conversation in their Q2 2021 letter. —- —- Links Dispelling Myths in the Value […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Dr. William Bernstein on all things bubbles, a panel with Billy Beane and others on the impact of SPACs on the business of sports, an episode […]

What a great time to be an investor, expense ratios have been falling for over two decades! Make sure you check out Morningstar’s Fund Fee Study. —- —- Links 2020 U.S. Fund Fee Study – Morningstar How Low Can Fund […]

Supply-demand imbalance, uncorrelated return streams vs. other asset classes, and historically, an inflation hedge. This and more reasons to consider single family rentals as part of a well rounded investment portfolio. —- —- Link Diversifying with Picket Fences – Single […]

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Jerry Parker on his trading philosophy, Nathan Myhrvold (the most interesting man in the world!) on his 1,700 page pizza book, and Jared Dillian on the […]

Inflationary environments can be tough on equities and tough on bonds. Trend following, however, looks to be quite helpful during these environments. —- —- Link Trend-Following in Inflationary Environments – Man Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have an episode on the company building the first commercial space station, a masterclass on inflation, and why personal finance can be summed up on an index […]

Inflation as an equity trading signal. —- —- Link Predicting Equity Returns With Inflation – Research Affiliates Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Michael Munger & Russ Roberts with their take on free markets, legendary investor Jeremy Grantham on the market and economy, and a DTC company with at-home […]

A conversation on networks, culture, health, innovation, and technology. —- —- Link If Einstein Had The Internet: An Interview With Balaji Srinivasan – Time Well Spent Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Nobel-Prize winner Richard Thaler on all things nudges, Kevin Kelly on the future of remote work, Redfin’s CEO on the red-hot real estate market, and Gary […]

A mindset for thinking about cash-generating assets. —- Link Everything Is a DCF Model – Morgan Stanley Good investing, Meb Faber theideafarm.com

Below is our “Top Podcast” list with our curator, Colby Donovan! Today we have Shaquille O’Neal on building his business empire, an episode on the importance of managing risk with the market at all-time highs, and an episode on venture […]

Value vs. growth, US vs. non-US, and what may be one of the greatest opportunity sets in a couple of decades. —- —- Link Mid-Year Letter For 2021 – GMO Good investing, Meb Faber theideafarm.com