Some Recent Milestones and a LinkFest
Blogging has been light due to a heavy travel schedule, but it should pick back up. I'm headed to the Value Investing Congress in Pasadena if anyone is around this week...
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Some cool recent milestones:
Launch of two private Cambria Funds
500th blog post
25,000 downloads for my paper, putting it in the top 10 all time on the SSRN!
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Some videos of yours...
Intro to Investing Book
I had a friend ask me the other day what the best book was for their son who was graduating high school and wanted to learn more about investing. I drew a blank. I used to say the WSJ Guides to Money and Finance but they seem outdated.
Leave a comment with your favorite Investing 101...
Finding the Best Ideas in a Portfolio
(Hat Tip: Abnormal Returns)
I tried to get the professors to change the title to "Why you Need AlphaClone" but no luck so far. The bolding below is mine. 1 to 4% per Q = over 4 to 16% per annum in alpha if you know where to look. The Tiger Cubs popularity clone is beating the market this year...
CAIA buys AllAboutAlpha
Well deserved for such a good site - congrats Chris!
Article here.
LinkFest
I mention this in my book, but next time someone tells you the market is efficient tell them to pull up a quote for the CUBA closed-end fund that is up 35% today (and already trading at a 30% premium as of the market close Friday).
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"Is US Small Cap a Viable Alternative to US Private Equity?" (HT: LW)
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A cool...
LinkFest
10 Principles for Black-Swan proofing the world. I like #3 - shouldn't the government advisors be Dalio, Grantham, Taleb, Rogers, and Faber (Marc not Meb)?
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Tragically the investment blogosphere has lost one of the best in Greg Newton. A nice tribute from Felix Salmon.
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The current median dividend yield for Dow 30 stocks is about 3.5% while the median net payout...