Upcoming Travel and Idea Events
Below are a few interesting events in the next few months, I starred the ones that I will be attending for sure (including SF...
Cloning a Cloner (Pabrai Version)
I was watching this Pabrai video below when I saw an interesting slide below that mentioned cannibals (stock buybacks) as well as cloning (following...
Sniffing For Stocks
I had not seen this newish offering until they emailed me recently - the Bloodhound System. It is a quant stock screener/backtester in the...
Stocks and Valuations
Nice article by USA Today on the number of stocks listed declining over the years. Did you know there are only 3700 stocks in...
“Why do people love dividends? Because they don’t understand either corporate finance or taxes.”
Slowly but surely the world is waking up to the silliness of just focusing on dividends in isolation. (via YCharts (via Aleph) that also...
Stock Valuations and Inflation
I'll be updating the country CAPE values at the end of the quarter, but I thought this examination was really interesting. Earlier this week...
Cyprus : The Key is a Long Term Time Horizon (aka Buy and Hold This)
Nothing like a 99% drawdown (if/when the market reopens) to rattle the nerves of a buy and hold apologist. Remember, just tell the local...
First Q in Review
I know the first quarter isn't over yet but I have some other things on my plate this week. Below are 10 broad ETFs...
Asset Allocation Strategies
I'm doing a white paper/blog posts (or book depending) on some of the most popular asset allocation strategies. Below are a few we are...
Five Million Dollar Investing Ideas (Part 5/5), Best Ideas/Emerging Managers Newsletter
5. Investment newsletter focused on Best Ideas. Each month interview a hedge fund or other manager and outline their 1-3 best ideas. Manual of Ideas does...
