Meb Faber Research – Stock Market and Investing Blog

If you haven't heard, Warren Buffett (76) is beginning the process of finding and grooming his replacement. In the Berkshire Hathaway annual letter to shareholders, Buffet states:"At our October board meeting, we discussed that subject fully," Buffett said. "And we emerged with a plan, which I will carry out with the help of Charlie and Lou. Under this...

Back in early February I penned a post focusing on the methodology of Joel Greenblatt, author of "The Little Book That Beats the Market" and manager of super-successful hedge fund Gotham Partners. At the time Greenblatt only owned 4 stocks, and his sister (who runs Saddle Rock) only owned two. Between the two of them, the Greenblatt's...

But, in the meantime, he's busy running a quant hedge fund.FatKat - Financial Accerlerating Transactions from Kurzweil Adaptive TechnologiesFortune article here.

I just finished reading "Founders at Work", a highly recommended book comprised of interviews with many successful entrepreneurs who founded companies such as Paypal, Hotmail, etc. It is written in a similar style as Market Wizards, and the book is easy to pick up and flip through the short chapters instead of having to read it cover to...

I have mentioned the magazine cover indicator before on this blog, and there is a new academic paper out in the current FAJ on the subject - "Are Cover Stories Effective Contrarian Indicators?".The Economist had a good review of the article titled, "Covered in Shame".Abstract: Headlines from featured stories in Business Week, Fortune, and Forbes...

One of my favorite topics on World Beta is mining the SEC filings for hedge fund ideas. Judging by how many people have bookmarked the portfolios on Stockpickr, they are the most popular topic on the blog as well. The 13Fs come out in a week or so, and we will be updating the Hedge Consensus, Activist...

Most of the top hedge funds in the world are closed to new investors. Or, if they are open to investors the minimums are so high only the top echelon of the rich and institutions can access them.However, what if I told you that you could invest in similar funds with no minimum, daily liquidity, AND you could do...

Just came across his blog - it's a good read. He is a much more sophisticated and academic (I consider myself a quant lite), but does a good job of distilling complex ideas into simple explanations. He is also the author of "My Life as a Quant".

Readers of this blog will have already seen the material, but I have an article this month in the British publication, The Technical Analyst.Link to the article - "Comparing Returns: Market Timing vs. Hedge Fund Indices".I'm on the East Coast (DC, NC, SC) for a week of work and fun.PS Here is a good list of investment blog sites...

"Money won is twice as sweet as money earned" - Fast Eddie Felson, The Color of MoneyMy first exposure to arbitrage was while attending school at Virginia. We were bottom of the barrel in basketball all 4 of my years there. At most ACC schools, alumni live and die by their hoops team. My family had season...