May 15, 2020

Emerging Markets

EM debt and the fixed income opportunity. —- —- Link Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments – Ashmore Status update: Coronavirus and EM fixed income in 2020 and beyond – Ashmore Good […]
May 13, 2020

Systematic Value

No matter how you slice it, value looks cheap. —- —- Link Is (Systematic) Value Investing Dead? – (AQR) Good investing, Meb Faber theideafarm.com
May 11, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode with Mike Maples on early stage investing, an episode with Nick Kokonas on the restaurant business, and a couple of episodes on value investing. Business […]
May 8, 2020

Buffett and Value

History on Warren Buffett, and insight into what quantitatively-oriented value investors might be thinking today. —- —- Link When Buffett Was a Quant – Verdad Good investing, Meb Faber theideafarm.com
May 6, 2020

Questions About the Current Market Environment

KKR walks through some pertinent questions and lays out detail about the current environment. —- —- Link Keep Calm and Carry On – KKR Good investing, Meb Faber theideafarm.com
May 5, 2020

Factor Performance

Digging into factor performance. —- —- Link The Facts Behind Factor Performance – Invesco Good investing, Meb Faber theideafarm.com
May 4, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on trend following and managed futures, a deep dive into $USO and negative oil prices, Bill Ackman on success and how he invests, […]
May 1, 2020

Small Cap Stocks

The OSAM crew covering the opportunity in small cap stocks. —- —- Link A Historic Opportunity in Small Cap Stocks – OSAM Good investing, Meb Faber theideafarm.com
April 30, 2020

Josh Brown and Rob Arnott on Markets

Josh Brown and Rob Arnott talking markets. —- Link Why the Stock Market Hasn’t Even Gotten Cheap Yet – The Compound Good investing, Meb Faber theideafarm.com
April 29, 2020

The Agg

Issues with the Agg, and some solutions to address them. —- —- Link The Passive Aggressive Agg, Revisited – GMO Good investing, Meb Faber theideafarm.com
April 28, 2020

Dispersion and Opportunity

There’s skill, then there’s the opportunity to express skill. —- —- Link Dispersion and Alpha Conversion – Morgan Stanley Good investing, Meb Faber theideafarm.com
April 27, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have great episodes on angel investing and bond investing, an episode on the psychology of money, and an episode on how to create a work environment where […]
April 26, 2020

The Value Factor

Lessons and history on the value factor. —- —- Link The Factor Archives: Value – CANVAS – OSAM Good investing, Meb Faber theideafarm.com
April 25, 2020

Be Different

A great piece from James Montier at GMO laying out the opportunity set offered by valuations and the idea that being different may be a key to overcoming hurdles faced by investors today. —- —- Link Dare to be Different […]
April 24, 2020

Going Global

Exploring how the global economy has changed, and the opportunity set that exists today. —- —- Link Going Global in Equities – MFS Good investing, Meb Faber theideafarm.com