Research Library – Page 67 – The Idea Farm by Meb Faber

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 […]

July 17, 2015

Global Small Cap CAPE Ratios

Another feature from Norbert at Star Capital, great work! Just a chart, no download. —- —- Website http://www.starcapital.de/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think readers would […]

July 16, 2015

Fun Speech

Here is a transcript with charts from a speech Romick gave tp CFA Society of Chicago in June. Lots of fun quotes and charts, including an interesting arbitrage trade near the end. Quotes then download: —- “Back then, plenty of […]

July 14, 2015

Dispersion

Below is the first piece of research I am sending that rewards readers for passing on good research ($100). This piece talks about diversification across CTAs (and stocks) from Kaminski (who happens to have a new book out on trendfollowing and […]

July 12, 2015

13F: RUANE CARDIFF

More 13F – what firm might Buffett suggest to follow? Download PDF CHAPTER 20 – RUANNE, CUNIFF & GOLDFARB Followers of modern value investing trace its roots back to a course taught at Columbia University in the 1950s by author and instructor […]