February 26, 2019


A bit of a love letter to buybacks from Uncle Warren… Download PDF Berkshire annual report Good investing,Meb Fabertheideafarm.com
February 12, 2019

Just Markets

Always fun listening to Gundlach…lots and lots of charts! Chart then download:—- —- Link Just Markets Website Good investing,Meb Fabertheideafarm.com
November 29, 2018


Klarman’s always a must listen, here he is recently at Harvard… Pic then straight to link: —- —- Link https://www.alumni.hbs.edu/stories/Pages/story-bulletin.aspx?num=6818 Website https://www.alumni.hbs.edu/ Good investing, Meb Faber theideafarm.com
July 9, 2018

Tudor on Tudor

Really fun interview with Paul Tudor Jones with Goldman Sachs.  Was going to embed the video but thought I’d just post the link… https://finance.yahoo.com/video/goldman-sachs-ceo-lloyd-blankfein-142726234.html Good investing, Meb Faber theideafarm.com
May 8, 2018

Tiger Quants

Lots of goodness in this article from Novus, an old regular here on the Farm we haven’t featured in awhile… Chart and download: —- —- Downloads Are Tiger Cubs Evolving Into Tiger Quants? Website https://www.novus.com/blog/ Good investing, Meb Faber theideafarm.com
March 20, 2018


Not being able to rate and sort great podcasts is still driving me crazy, and until we can solve it I’m still plowing through with brute force.  If anyone has a great solution let me know… Here’s a great one […]
February 24, 2018

Obligatory Buffett Letter

Is it me or does he sound bearish? PS I’m not sure why people can’t figure out what the 5 FOFs are, should take about an hour of digging in a FOF database to uncover the A… Pic then download: […]
February 19, 2018

Hiring Stalin

We did an article a couple years ago that was a riff on the magazine articles “Celebrities, They’re Just Like Us!” featured in the grocery store check out lines.  We referenced how institutions often make the same stupid hiring and […]
February 8, 2018

What Other Industries Can Teach Us About Investing

Morgan gave a recent speech at the MicroCap Summit, and they were nice enough to share the video online. Morgan is a partner at The Collaborative Fund and generously shares some great tidbits on Twitter too, worth a follow… I’ll […]
January 2, 2018


I’d watch anything with Charlie Munger.  Here’s a great interview from the University of Michigan: https://www.youtube.com/watch?v=S9HgIGzOENA Good investing, Meb Faber theideafarm.com
December 9, 2017

A World of Pure Imagination

Fun little video from Grant Williams…don’t agree with all but love to listen to him anytime he talks… Chart and download —- —- Link LiveStream Website http://stansberryresearch.com/ Get a Free Subscription! If you send me an email with a link […]
November 24, 2017

EV to EBITDA Hits All Time Highs

Nice list of valuation charts…all saying the same thing from the shop Crescat in CO. Though a fair amount in here I don’t agree with, some good ones too… Chart and download —- —- Link Crescat Q Letter Website https://www.crescat.net […]
November 16, 2017


Add Swensen to the list of people with low expectations.  Fun interview with written transcript too… Straight to download Link Swensen Interview Website https://www.cfr.org/ Get a Free Subscription! If you send me an email with a link or attachment to […]
October 31, 2017


Been awhile since I featured the Novus crew…here’s a nice follow up to the 13F Tiger work….lots of love there! Chart and download —- —- Link Catching up with the Cubs Website: https://www.novus.com/
September 22, 2017

Quick Hits

It’s been pretty quiet over here.  I’m still stuck on how best to curate the top podcasts but here’s two good ones not to miss with Kyle Bass and Scott Malpass. Links Malpass Interview Kyle Bass Interview