April 19, 2019

Margins

A couple nice reads from Bridgewater on profit margins. Charts then download: —- —- Link US Global Website http://bwater.com Good investing, Meb Faber theideafarm.com
April 16, 2019

Who is on the Other Side?

Lots of ideas in this Mauboussin piece…. —- —- Link Who is on the Other Side Website https://www.bluemountaincapital.com/ Good investing, Meb Faber theideafarm.com
April 15, 2019

Global Valuation Updates!

Quarterly CAPE Ratio Updates!   doh, I thought I sent this out already….sorry for the delay! Median CAPE Ratio: 18 25% most expensive: 28 (U.S. in this bucket) 25% cheapest 12 Average of Foreign Developed: 21 Average of Foreign Emerging […]
April 15, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. This Week in Startups: E920: Rally Rd. Co-Founder & CEO Chris Bruno Chris Bruno is the co-founder and CEO of Rally Rd. He discusses his marketplace, turning cars into investable assets, the future […]
April 14, 2019

The Globe

This is such a basic concept to me, that people consistently push back against… —- —- Link Global equity investing Website www.vanguard.com Good investing, Meb Faber theideafarm.com
April 12, 2019

Misconceptions

Some nice charts from Goldman on how companies spend their cash… —- —- Link Misperceptions surrounding corporate cash spending Website www.goldmansachs.com/ Good investing, Meb Faber theideafarm.com
April 10, 2019

How to increase the odds

There’s been a lot of different papers on the distributions of stock returns, this one from Vanguard is a great overview with citations… —- —- Link How to increase the odds of owning the few stocks that drive returns Website […]
April 9, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. Trend Following : Ep. 751: Brent Huigens Interview with Michael Covel Brent Huigens is an entrepreneur in the world of trading cards. He is founder and president of PWCC Marketplace, the largest […]
April 8, 2019

Lessons From a Short Seller

Fun article from CFA on short seller Robert Wilson… Link Lessons from Short Seller Website https://blogs.cfainstitute.org Good investing, Meb Faber theideafarm.com
April 6, 2019

Churn

Everyone likes to chase performance….to their detriment… Chart then download: —- —- Link https://www.morningstar.com/articles/919915/think-twice-before-you-ditch-that-laggard-fund-in-.html Website https://www.morningstar.com Good investing, Meb Faber theideafarm.com
April 4, 2019

More PE?

Lots of talk recently about some shops getting deeper into PE (CALPERS) and others warning of it…below is Dan Rasmussen with a thoughtful note (check out his old podcat for more info)… Chart then download: —- —- Link Verdad Letter […]
April 2, 2019

Guide to Retirement

JPM puts out a nice chartbook now focusing on retirement…useful for the advisors out there perhaps… Chart then download: —- —- Link JPM Guide Retirement Website https://www.jpmorgan.com Good investing, Meb Faber theideafarm.com
April 1, 2019

Euro Opportunity

Invesco on European stock opportunities… Chart then download: —- —- Link Invesco on Europe Website https://www.invesco.com Good investing, Meb Faber theideafarm.com
March 31, 2019

Top Podcasts of the Week

Top podcasts of the week! INVESTMENT —- 1. Masters in Business: Joshua Miller Discusses the Hot Hand Phenomenon Joshua Miller, economics professor at the University of Alicante discusses some interesting findings from his paper, Surprised By the Hot Hand Fallacy? A […]
March 29, 2019

The GOAT

Simon and Lo yukking it up at MIT…well worth listening to the whole thing… Chart then download: —- —- Link Simons Interview Website https://www.youtube.com/watch?v=srbQzrtfEvY Good investing, Meb Faber theideafarm.com