December 22, 2019

12 Days of Research – Buybacks

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 […]
December 21, 2019

12 Days of Research – Trend Following

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, […]
December 19, 2019

Income Strategy Playbook

Thoughts on the income landscape from Invesco. —- —- Link Income Strategy Playbook 4Q 2019 – Invesco Good investing, Meb Faber theideafarm.com
December 16, 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 about ESG investing, an amazing episode on culture, and a conversation with Jeff Ma (from the movie 21) on […]
December 11, 2019

US Corporate Debt Problem?

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
December 10, 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 on why passive investing is flawed, a great listen on financial history, an episode on the importance of thinking […]
December 8, 2019

CAPE

Great CAPE study running through efficacy and practical uses of CAPE. —- —- Link The Many Colours of CAPE – Barclays Good investing, Meb Faber theideafarm.com
December 6, 2019

Past Is Not Prologue

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
December 4, 2019

The Uncomfortable Asset Class?

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 […]
December 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 great episodes on fundamental, quantitative, and macro investing, Simon Sinek explaining the importance of having a “why,” and Ray Dalio on […]
November 30, 2019

Global VC

A deep dive into the global VC market from KPMG. —- —- Link Venture Pulse Q3 2019 – KPMG Good investing, Meb Faber theideafarm.com
November 27, 2019

Macro

All things macro from KKR. —- —- Link Global Macro Trends: Wisdom in Curiosity – KKR Good investing, Meb Faber theideafarm.com
November 25, 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 warning us about China, two great value investing episodes with Joel Greenblatt and Charles de Vaulx, and an episode […]
November 24, 2019

Home Bias

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
November 22, 2019

Global Real Estate

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