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... ---- 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! ---- Some videos of yours...

Traveling

I've been on the road and will be in SF this Monday and Tuesday (at the Finnovate conference).  If you're there stop by and say hello.

NYSE

I'm chatting with Mark and Erin on CNBC in the morning ( little after 10am East Coast), tune in! Link here: http://www.cnbc.com/id/15840232?video=1101420851&play=1

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 I used to say the WSJ Guides to Money and Finance but they seem outdated.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.

Traveling

I will be in NYC next week for meetings.  Let me know if you are around and want to meet up.

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). ---- "Is US Small Cap a Viable Alternative to US Private Equity?" (HT: LW) ---- A cool...

Traveling

I'm in Salt Lake City today and tomorrow if anyone is around...

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)? ---- Tragically the investment blogosphere has lost one of the best in Greg Newton.  A nice tribute from Felix Salmon. ---- The current median dividend yield for Dow 30 stocks is about 3.5% while the median net payout...