September 21, 2018
September 21, 2018

EBITWHAT

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
Do you like it?
Read more
June 13, 2018
June 13, 2018

Tesla Growth

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 […]
Do you like it?
Read more
May 8, 2018
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
Do you like it?
Read more
October 8, 2017
October 8, 2017

Warning: Lots of Content on the Way

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 […]
Do you like it?
Read more
March 27, 2017
March 27, 2017

Smoking Crack

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
Do you like it?
Read more
February 17, 2017
February 17, 2017

Expected Returns

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/
Do you like it?
Read more