September 10, 2015

A New Source

I actually had no idea KKR put out some good research until a Farm reader emailed it over.  Good stuff with lots and lots of charts. One chart then the link: —- —- Download Begin Leaning In Website http://www.kkr.com/ Get […]
September 7, 2015

WILTW2

Corrected the download for 13D issue: —- Download 8/27 Issue Website http://www.13d.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think readers would love, and I use the piece, […]
September 7, 2015

WILTW

Kiril and the folks at 13D write incredibly detailed commentaries on the markets.  Their flagship “What I Learned this Week” is a deep dive, and they have agreed to let us share this piece. Screenshot then download… —- —– Download […]
September 4, 2015

SuperInvestors

I’ve always enjoyed the Value Investor Insight and Super Investor Insight publications.  Here are two recent ones. One charts then downloads: —- —- Download Value Investor Insight July 31 Issue SuperInvestor Insight June Issue Websites http://www.valueinvestorinsight.com/ Get a Free Subscription! […]
September 2, 2015

Tracking the Activists

Those who have an interest in following the activists will like today’s piece.  Below are three pieces from Activist Insight. Screenshot then downloads… —- —– Download August 2015 July 2015 Annual Review Website Home Get a Free Subscription! If you […]
August 30, 2015

Timing the Market with Valuation

I did a fun pice on the blog outlining how to time the stock market using top down valuation and trend.  GMO also recently came out with a paper that looks at a super simple valuation timing method and not surprisingly, […]
August 16, 2015

13F: YACKTMAN

Last one of the first list… Download PDF CHAPTER 23 – YACKTMAN ASSET MANAGEMENT When he’s researching a company for possible investment, value investor Donald Yacktman reads everything he can get his hands or his computer terminal on. What he doesn’t […]
August 11, 2015

All the ETFs in the World

Below is a monster Excel download with info on all the ETFs in existence.  Super interesting for some, meaningless for others. Courtesy AAII. Download Excel Sheet Websites http://www.aaii.com Get a Free Subscription! If you send me an email with a […]
August 9, 2015

13F: VALUEACT

Only a few more to go….this week, ValueAct! Download PDF CHAPTER 22 – VALUEACT CAPITAL “My father tells me the reason I generate the returns I do is that I see things other people don’t see. But that’s not exactly […]
August 6, 2015

Two for Thursday

No charts and quotes this time but a couple of academic papers to skim.  The first is on how to try and replicate private equity returns through factor based small caps: Leveraged Small Value Equities (and commentary by Wes here) The second is […]
August 2, 2015

13F: THIRD POINT

Everybody knows this guy. Download PDF CHAPTER 19 – THIRD POINT MANAGEMENT When it comes to corporate management, Daniel Loeb is rarely at a loss for words, and they are frequently not very nice words. As founder and CEO of Third […]
July 26, 2015

13F: SPO

Another solid performer, SPO Advisory. Download PDF CHAPTER 21 – SPO ADVISORY CORP Back a few decades ago, if you were serious about studying economics and finance, one of the places to get plugged into the latest thinking was Stanford […]
July 23, 2015

Market Timing with CAPE and Trend (and both!)

Wes & Jack do great work.  Here he shows how using simple timing models based on valuation can either increase return and/or reduce vol and drawdown.  Simple works! Chart, then link. —- —- Link http://blog.alphaarchitect.com/2015/07/22/market-timing-with-value-and-momentum/ Website http://blog.alphaarchitect.com/ Get a Free […]
July 21, 2015

It Won’t Mean a Thing in 100 Years

This piece reminds me of that old Blues Traveler Song. Chart, then download. —- —- Download PDF Are Stocks Overvalued? Website http://www.researchaffiliates.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece […]
July 19, 2015

13F: Pennant

3F Sunday, and today, Pennant! Download PDF CHAPTER 16 – Pennant Capital Management In his book, The Big Short, about the subprime mortgage mess that led to the financial meltdown, author Michael Lewis tells the story of how a handful of money managers […]