December 21, 2016

Closed End Funds

Semi annual piece from MS on closed end funds, if that’s your thing…. Chart then download: —- —- Link to articles: Closed End Fund Report Website: http://www.morganstanley.com/
December 20, 2016

Top 10 Interviews

Fun end of the year piece from Manual of Ideas…Top 10 Interviews from Greenblatt, Montier, Marks, etc. Straight to the download: Downloads Top 10 Interviews Website https://www.manualofideas.com/
December 18, 2016

Two from RA

You guys know I love the cheap global stocks…turns out Research Affiliates does too.  Love this chart! Also threw in a bonus piece on Systematic Global Macro… Chart then two downloads: —- —- Downloads The Emerging Markets Hat Trick: Time […]
December 16, 2016

Predicted Returns

A very simple overview of an oft talked about concept – future stock returns. Video link, bonus white paper, and website: Link Video: The most important number you won’t find in the Wall Street Journal White Paper A Case Study […]
December 14, 2016

Investor Awards

Here is a monster list of top investment papers on all sorts of topics for 2016.  I’ll post the link below as well as the full list from Savvy Investor so you can pick and choose what most interests you. […]
December 11, 2016

Soros the Trend Follower?

How did Soros, Buffett, and Lynch put together decades of great performance? AQR asks the question with some interesting answers… Chart and download: —- —- Link Alternative Thinking Website http://www.aqr.com
December 4, 2016

When a “Value” Company is Not a Value

New to this Chris Meredith guy, but he’s been cranking out some great research over at OSAM. Interesting discussion on why P/B may not be such a good value indicator anymore… Chart and download: —- —- Link When a “Value” […]
December 2, 2016

Century City

Duration, 100 year bonds, Mnuchin, and “will France blow up the Euro?”. All in one three-pager from Dillian’s Dirtnap. Chart and download: —- —- Link Century City Website http://www.dailydirtnap.com/
November 26, 2016

Real Estate CAPE

Quick reminder to new subs:  If you send me a research piece that I end up using, I’ll refund your account with $100, just email me with “RESEARCH” in the subject line.  The below issue is from reader M.K…. A […]
November 23, 2016

ERPS

This might but a little too academic or wonky for many, but a fun skim for me… A table then download… —- —- Download Equity Risk Premium Website https://www.nbim.no/en/transparency/discussion-notes/2016/the-equity-risk-premium/
November 22, 2016

A Walk in the Woods

A fun read on Jim Simons.  (Once I randomly passed him walking in the woods a few years ago at a wedding…) Anyways, I’m also including an unrelated video that has one of my favorite quotes of all time near […]
November 21, 2016

$6,500 in Research

You’re going to need a full day to catch up on all of these great presentations, slides and papers.  It’s worth it though – attendees pay $6,000 to listen to these presentations in person! It’s pretty nerd heavy, but with […]
November 18, 2016

Invest now or temporarily hold your cash?

I get asked this question a lot – “Should I invest my portfolio cash immediately or spread it out over time?” I always answer the former, but totally get the latter if it helps minimize hindsight regret. Vanguard weighs in […]
November 16, 2016

Down 80%

Back on Oct 14, 2013 we ran an issue of the Idea Farm where we featured a research piece by forensic accounting buddy John Del Vecchio. I asked him a simple question – “What is the worst stock you track?” […]
November 8, 2016

Hellish Choices

No, I’m not talking about the US election today, but rather the new piece from GMO! It’s good so don’t skip. Two charts then download… —- —- Download Hellish Choices Website https://www.gmo.com/