March 4, 2020

Momentum

Discussing the connection between momentum and human nature. —- —- Link The Factor Archives: Momentum – CANVAS – OSAM Good investing, Meb Faber theideafarm.com
March 2, 2020

Top Podcasts of the Week

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

Berkshire Annual Report 2019. —- —- Link Berkshire Hathaway 2019 Annual Report Good investing, Meb Faber theideafarm.com
February 26, 2020

Startup Growth and Venture Returns

Startups and power laws. —- —- Link Startup Growth and Venture Returns – AngelList Good investing, Meb Faber theideafarm.com
February 24, 2020

Top Podcasts of the Week

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

The Contrarian Trade?

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

Africa

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

Top Podcasts of the Week

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 […]
February 14, 2020

Long and Short Sides of Equity Factor Premiums

Disintegrating the contribution long and short legs of factor premiums. —- —- Link When equity factors drop their shorts Good investing, Meb Faber theideafarm.com
February 10, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a great episode on alternative risk premia, a wide-ranging conversation with the Managing Director of Thiel Capital, Eric Weinstein, a great episode on investing in marketplaces, […]
February 7, 2020

Tail Risk

Revisiting some thoughts on addressing equity risk and preparing portfolios for drawdowns. —- —- Link Chasing Your Own Tail (Risk), Revisited – AQR Good investing, Meb Faber theideafarm.com
February 5, 2020

2020 Long-Term Capital Market Assumptions

Invesco’s 2020 capital market assumptions. —- —- Link 2020 Long-Term Capital Market Assumptions – Invesco Good investing, Meb Faber theideafarm.com
February 3, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an amazing list of episodes! We have episodes with legendary investors Howard Marks and Sam Zell, an episode on how to build a culture based on […]
January 31, 2020

Trend Following

Theories have been proposed to try to explain the performance of trend following and managed futures in recent years, but how much merit do they have? —- —- Link The Market Environment for Trendfollowing – Abbey Capital Good investing, Meb […]
January 27, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an episode on how options in Korea could impact the U.S. market, a couple of great episodes on venture capital, and a fantastic episode on leadership […]