As we close the year, we are sharing the best research pieces of 2019! On the second day of research, we explore buybacks with Goldman Sachs. —- —- Link Misperceptions surrounding corporate cash spending priorities and the economics of share […]

As we close the year, we are sharing the best research pieces of 2019! On the first day of research, we explore trend following with AQR. —- —- Link You Can’t Always Trend When You Want – AQR Good investing, […]

Thoughts on the income landscape from Invesco. —- —- Link Income Strategy Playbook 4Q 2019 – Invesco 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 about ESG investing, an amazing episode on culture, and a conversation with Jeff Ma (from the movie 21) on […]

UBS assesses some risks with US corporate debt and what it means more broadly. —- —- Link Does Corporate America Have a Debt Problem? – UBS Asset Management 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 on why passive investing is flawed, a great listen on financial history, an episode on the importance of thinking […]

Great CAPE study running through efficacy and practical uses of CAPE. —- —- Link The Many Colours of CAPE – Barclays Good investing, Meb Faber theideafarm.com

In this excellent presentation, Rob Arnott makes the case that valuations are still relevant.  —- —- Link Are Valuations Now Irrelevant? – Slides – Rob Arnott Past Is Not Prologue – Video – Rob Arnott Good investing, Meb Faber theideafarm.com

Emerging market equities haven’t delivered over the past decade. It’s worth visiting some reasons to be optimistic as we look ahead, as difficult as it may be.  —- —- Link Emerging Market Stocks: Getting Comfortable with the Uncomfortable – GMO […]

Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback! Today we have great episodes on fundamental, quantitative, and macro investing, Simon Sinek explaining the importance of having a “why,” and Ray Dalio on […]

A deep dive into the global VC market from KPMG. —- —- Link Venture Pulse Q3 2019 – KPMG Good investing, Meb Faber theideafarm.com

All things macro from KKR. —- —- Link Global Macro Trends: Wisdom in Curiosity – KKR 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 warning us about China, two great value investing episodes with Joel Greenblatt and Charles de Vaulx, and an episode […]

Home bias persists all over the world, but if things don’t go your way, it can hurt you. —- —- Link Appraising home-bias exposure – FTSE Russell Good investing, Meb Faber theideafarm.com

Q3 2019 review of regional real estate performance. —- —- Link Global Real Estate Securities: Quarterly Update – Principal Good investing, Meb Faber theideafarm.com