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 […]

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

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 […]

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

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 […]

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

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

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 […]

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

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

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 […]

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

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

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 […]

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