October 26, 2018
The OSAM crew (who probably knows more about this topic than anyone) on improving on buybacks… Chart then download… —- —- Download PDF Q3 OSAM Letter Website https://www.osam.com/ Good investing, Meb Faber theideafarm.com
October 24, 2018
Fun BIG slide pack on all things yield. Make it to the end for lots of shareholder yield thoughts… Chart then download… —- —- Download PDF Global Slide Pack Website https://www.societegenerale.com/en/home Good investing, Meb Faber theideafarm.com
October 22, 2018
Top podcasts of the week! INVESTMENT RELATED ———————————————————————————- 1. Capital Allocators: Michael Schwimer – Moneyball as an Investment Strategy Michael Schwimer, CEO of Big League Advance is interviewed. Michael discusses his background in baseball, and how he paired his interest in […]
October 21, 2018
I’d rather have a family run a biz than a for hire CEO….and at least this cycle family businesses have outperformed… Chart then download… —- —- Download PDF The CS Family 1000 in 2018 Website http://publications.credit-suisse.com/tasks/render/file/index.cfm?fileid=06B0874A-E14C-7A05-8C2009F03A7DE8E1 Good investing, Meb Faber theideafarm.com
October 21, 2018
UBS on global family offices stats and yada yada… Chart then download… —- —- Download PDF Global Family Office Report Website https://www.ubs.com/global/en/wealth-management/uhnw/global-family-office/global-family-office-report-2018.html Good investing, Meb Faber theideafarm.com
October 18, 2018
The valuation godfather on the pot stocks. Can probably guess what he’s going to say. Chart then download… —- —- Link Damo on Pot Stocks Website https://aswathdamodaran.blogspot.com/2018/10/high-and-higher-money-in-marijuana.html Good investing, Meb Faber theideafarm.com
October 17, 2018
This AQR paper reminds me a lot of our tail risk white paper. Great read! Chart then download… —- —- Download PDF Worst of Times Website https://www.aqr.com/Insights/Research/Alternative-Thinking/It-Was-the-Worst-of-Times-Diversification-During-a-Century-of-Drawdowns Good investing, Meb Faber theideafarm.com
October 17, 2018
Below are the top podcasts of the week! Sorry this is late been traveling a bit. We didn’t have any investment specific great ones but a handful of business related great ones below… POTPOURRI (Not investment related but still great) 1. This […]
October 16, 2018
Vanguard on hedging….seems reasonable with developed sovereigns but I don’t love it for equities…(though somewhat agnostic on the topic) Chart then download… —- —- Download PDF To Hedge or not to Hedge Website https://vanguardblog.com/ Good investing, Meb Faber theideafarm.com
October 11, 2018
Lots of fun stats on munis and how to go about investing in them… Chart then download… —- —- Download PDF A SMARTER SOLUTION TO MUNICIPAL INVESTING Website http://www.columbiathreadneedle.com/ Good investing, Meb Faber theideafarm.com
October 9, 2018
We try to only send out amazing podcasts, and this week there were lots of decent and good ones, but no truly exceptional ones. zzZZzzz. ———————————————————————————- Meb‘s Episode Howard Marks Good investing, Meb Faber theideafarm.com
October 8, 2018
Nice piece from Ned Davis…that says the time is not now for the expansion to end… —- —- Download PDF More to Go Website https://www.ndr.com/ Good investing, Meb Faber theideafarm.com
October 4, 2018
No download this time just a cool chart from Baird… —- —- Website http://www.rwbaird.com/ Good investing, Meb Faber theideafarm.com
October 3, 2018
Quarterly CAPE Ratio Updates! Not a lot of changes this Q. Let’s go right to the stats! Median CAPE Ratio: 18 25% most expensive: 27 (U.S. in this bucket) 25% cheapest 12 Average of Foreign Developed 22 Average of […]
October 2, 2018
I could read Ineichen just for the quotes… Straight to the download: —- Download PDF Freedom, rough patches and the five Bs Website http://www.ineichen-rm.com Good investing, Meb Faber theideafarm.com