September 21, 2018
Mauboussin usually gets an auto send….here he is diving into EBITDA… Chart then download: —- —- Download PDF What Does an EV/EBITDA Multiple Mean? Website https://www.bluemountaincapital.com/ Good investing, Meb Faber theideafarm.com
June 13, 2018
Recent issue of Graham and Doddsville with fun interviews with Greenwald and Mauboussin… Quote and link: —- “We wrote about Tesla in 2015 when Elon Musk laid out the path for Tesla to get to a $700 billion market capitalization. That […]
May 8, 2018
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
October 8, 2017
As you know, sometimes we can go a week, even two with no Farm emails. Other times, the emails will come in batches. Next two weeks will be the latter…so be forewarned! Here’s a good chart pack from Yardeni with […]
March 27, 2017
Let’s just go straight to the quote and then download shall we? —- “If bond markets are smoking weed, then the stock market appears to be hooked on crack.” —- Link to Download Six Impossible Things Before Breakfast Website https://www.gmo.com
February 17, 2017
Nice piece from AQR on how they construct their capital market expected returns. Chart then download: —- —- Downloads Capital Market Assumptions for Major Asset Classes Website https://www.aqr.com/