To get your week started. Is value back? (The Most Competitive Game) “Since people want abnormal results, they try to find abnormal thinkers. But no one should be shocked when people who think about the world in unique ways you like also think about the world in unique ways you don’t like. If you want … Continue reading Weekly Reading Reccomendations
Here’s a few of the headlines I’ve seen over the past few weeks. I never really bought the idea that value investing is dead, but I think it’s important to consider why value has underperformed growth and other strategies (such as momentum) over the past 10 or so years. We also need to take the … Continue reading Is value back?
Long list this week. Here we go. Why Brookfield Asset Management Is My Largest Stock Position (Part 1) (Seeking Alpha) Why Brookfield Asset Management Is My Largest Stock Position (Part 2) (Seeking Alpha) How to Factor Fickle Markets Into Your Portfolio (WSJ – The Intelligent Investor) The American Consumer Keeps Beating Expectations (WSJ) The Horsemen … Continue reading Weekly Reading Recommendations
Skewed Expectations (Of Dollars and Data) “I think stock picking is difficult, but maybe not as difficult as some people make it out to be. However, even if you think you can beat the market over shorter time periods, the reason you still shouldn’t engage in stock picking has nothing to do with return, but with … Continue reading Weekly Reading Recommendations
I’m a bit early this week since I’m working on releasing a piece about the cost of capital. Quick snippets from each articles are included. Warren Buffett’s Berkshire Hathaway Is a ‘Misunderstood’ Cash Machine. So Bill Ackman Bought Its Stock (Barron’s) “If Berkshire can improve its operations and intelligently deploy a substantial portion of its … Continue reading Weekly Reading Recommendations
Don’t Bail on Brunswick (WSJ) Buffett’s Berkshire Hathaway Invests in India Mobile-Payments Firm (WSJ) Uber’s Long Road to Profits (WSJ) ‘Big Short’ Investor Michael Burry Is Now Going Long on GameStop (Barron’s) Finance Needs People Who Work Well With Robots (Bloomberg) Don’t Freak Out about the Yield Curve (Calculated Risk) Nygren: ‘A Stock That Doesn’t … Continue reading Weekly Reading Recommendations
With classes and internship interview stuff keeping me busy, I’ve decided to switch over the list of reading items to be weekly. This is a bit easier for me and it’ll give you my favorites from the week rather than all of the articles or stories I read each day. With that said, here are … Continue reading A few easy reads for Sunday