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
April 23, 2020

The Eye of the Beholder

The value opportunity set through the lens of multiple metrics. —- —- Link Value Is in the Eye of the Beholder – Man Good investing, Meb Faber theideafarm.com
April 22, 2020

VC & Inter-generational Wealth

VC as part of the long-term wealth planning process. —- —- Link Venture Capital Positively Disrupts Intergenerational Investing – Cambridge Associates Good investing, Meb Faber theideafarm.com
April 21, 2020

Guide to the Markets

Guide to the Markets Q2 2020. —- —- Link Guide to the Markets – J.P. Morgan Good investing, Meb Faber theideafarm.com
April 20, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have rational reminders on how to think about investing from both Cliff Asness and James Montier, and Meb Faber as both a guest and host. Business ***Must […]
April 19, 2020

Idea Multiplier

Original thinking from Vanguard Research on innovation and productivity. —- —- Link The Idea Multiplier: An acceleration in innovation is coming – Vanguard Research Good investing, Meb Faber theideafarm.com
April 18, 2020

Bear Markets

Fear, psychology, and bear markets. Some great thoughts from the GMO crew. —- —- Link Fear and the Psychology of Bear Markets – GMO It’s Always Darkest Before the Dawn – GMO Good investing, Meb Faber theideafarm.com
April 17, 2020

Macro Trends

Global macro coverage from KKR. —- —- Link Global Macro Trends: Play Your Game – KKR Good investing, Meb Faber theideafarm.com