August 23, 2017
You can click on the below link to download a copy of the new book, The Best Investment Writing! It contains about 30 short pieces from some of the top writers in our industry… I would love to hear your feedback. […]
August 6, 2017
Great piece from GMO on emerging markets and US stock valuations…don’t miss this one! …chart then download: —- —- Link Q2 Letter Website https://www.gmo.com/
July 27, 2017
Fun long letter from Marks…love this joke! Quote then download… —- —- Link to Download There they go again, again Website https://www.oaktreecapital.com/
June 21, 2017
Romick has one of my favorite commentaries…not just because he speaks to the market outlook, but also to his process and some specific ideas. We’ve covered some before (search the archives), and today has a fun assymetric idea on bond […]
April 19, 2017
Did you know a group of tigers is called a ‘streak’ or an ‘ambush’? Me neither. Novus does lots of great work on hedge funds, and here are a few pieces on the Tiger Cubs. Chart and download: —- —- Link […]
April 17, 2017
A fun video with Joel Greenblatt…..no downloads just link: Greenblatt at Google
January 30, 2017
Really fun from the Stansberry conference I spoke at last fall with Carlo Cannell. We also featured Carlo in my recent book Invest with the House....one of the more unique managers out there. Enjoy! Video Link
January 15, 2017
Two pieces today since one is just a chart. First, a beauty of a PDF from Star Capital on value cycles…you can see how 2009-2016 was a big growth cycle (until around the election). Second, is a PDF compilation of […]
December 20, 2016
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 14, 2016
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
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
November 22, 2016
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
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 […]
September 26, 2016
Looong market review from Mark Yusko with lots of quotes by Seth Klarman… Quote then download: —- “Sometimes buying early on the way down looks like being wrong, but it isn’t. You must buy on the way down. There is far more […]
September 22, 2016
Read both of these, they’re great….Bernstein (Bill) and Tetlock. Quote then download: —- CR: Is it also why you emphasize saving, which is to avoid the worst-case scenario of running out of money? WB: Exactly. The other way of looking at Pascal’s […]