May 21, 2013
Japan seems to be on everyone’s minds these days. If you’ve ever seen Mark Yusko speak you know he is very dynamic, and often squeezes in a ton of slides into a very short time period. Below is a 33 […]
April 30, 2013
John Del Vecchio is a rare forensic accountant that sees opportunities both long and short (he runs funds on both sides including the newish forensic accounting ETF). He did a short piece recently that isn’t publicly available, but touches on […]
April 19, 2013
It has been four years since the last update to our 2006 white paper. Below is an attached draft. Since it is draft form, please do not distribute or forward along the email. Email me with any suggestions, questions, or […]
April 17, 2013
Janiczek had a nice piece out last week that had a telling table. It shows how much the S&P has improved on a number of fundamental metrics, but hasn’t budged much since 1999 on a price basis. Just goes to […]
February 17, 2013
This week’s piece comes from a relatively new newsletter, but from the first few issues, it looks like a good one. The Macro Trader focuses on a lot of topics, but one of the nice features is it often includes […]
February 4, 2013
Headquartered in Edinburgh, Standard Life manages over $100billion and has been around since 1825 (at least the parent company). I’ve never been to Scotland, but supposedly that’s where my name derives from – Mebane is Southern (US), derived from Scottish (McBain […]
January 31, 2013
I’ve featured Eric Crittenden and Cole Wilcox a number of times on the blog over the years with their previous firm, Blackstar. They have changed the name to Longboard (which being a rather poor but aspiring surfer I like), and […]
January 20, 2013
I’m sure many of you already have Bloomberg terminals on your desk, and therefore likely already receive their Bloomberg Brief. For those that don’t want to shell out over $20k for a terminal, here is a nice end of year […]
December 9, 2012
If you are not following Wes Gray and his writing you are missing out. He churns out more research on quant strategies, stock picking, and investment theory than just about anyone I know. He runs a few websites (in addition […]
October 28, 2012
We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]
October 19, 2012
We hope you are enjoying our emails – if you have any suggestions of letters or research to include please email us and let us know. Also, if you are enjoying the emails please feel free to pass along to […]
September 23, 2012
Below is our sixth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. Long time readers of my blog know that we spend a lot of […]
September 16, 2012
Below is our fifth issue of The Idea Farm Weekly! If you are enjoying the emails please feel free to pass along to your friends and colleagues. In this issue we highlight a few reports from Ineichen Research and Management AG, a […]