September 8, 2019

The Psychology of Prediction

Morgan Housel takes us beyond the numbers of prediction, and gives us a short list of flaws and errors to have in mind when faced with the challenging task of prediction.  —- —- Link The Psychology of Prediction – Morgan […]
September 4, 2019

The Walking Dead

Evaluating survivorship bias.  —- —- Link Survivorship Bias and the Walking Dead – Callan Institute Good investing, Meb Faber theideafarm.com
September 2, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have an episode with a few stock pitches, an episode on how we can make better forecasts, and an episode all about […]
August 28, 2019

Mispriced Innovation

The OSAM crew digs into identifying mispriced growth opportunities in the market by analyzing quantitative measures of innovation. —- —- Link Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth – OSAM Good investing, Meb Faber theideafarm.com
August 26, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have Rob Arnott explaining why he’s still long emerging market value, an episode with a financial advisor to professional athletes, a Stanford […]
August 25, 2019

Excellent Investing

Mark Simpson shares some wisdom on investing strengths, weaknesses, and putting it all together with portfolio construction. —- —- Link Excellent Investing – Mark Simpson Good investing, Meb Faber theideafarm.com
August 21, 2019

A Tale of Value

GMO decomposes returns on value stocks and provides insight into the value premium, and what to expect going forward. —- —- Link Risk and Premium – A Tale of Value – GMO Good investing, Meb Faber theideafarm.com
August 19, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have episodes with both Ken Fisher and Jim O’Shaughnessy, and a great episode on assessing managers. Business We Study Billionaires — The […]
August 18, 2019

Sony – Buy or Sell?

Third Point has built a case in this thorough deck. —- —- Link A Stronger Sony – Third Point Good investing, Meb Faber theideafarm.com
August 14, 2019

Optimistic on China

Scott Malpass and Jay Willoughby weigh in with their views on investing in China. —- —- Link Investing in China: Silk (Road) Purse or Sow’s Ear? An Interview with Scott Malpass and Jay Willoughby Good investing, Meb Faber theideafarm.com
August 12, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have discussions on stock selection from multiple managers, how sci-fi ideas have overlapped with the trade war, Bill Gates’ favorite author explaining […]
August 11, 2019

Global Chart Book

Global chart book from Wells. —- —- Link Third Quarter 2019 Market Charts – Wells Fargo Investment Institute Good investing, Meb Faber theideafarm.com
August 7, 2019

Bezos on Tech – 2003

Bezos, electricity and the internet from 2003. Link Jeff Bezos: The electricity metaphor Good investing, Meb Faber theideafarm.com
August 5, 2019

Top Podcasts of the Week

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have a great episode from Malcolm Gladwell, episodes with both Kyle Bass and Tren Griffin, and the author of Algorithms To Live By on […]
August 4, 2019

Where in the World?

Equity outlook from Invesco. A top-down view on EM, Japan, Europe, China, and the US. —- —- Link Equity Outlook – It’s Too Late to Get Bearish Good investing, Meb Faber theideafarm.com