Meb Faber Research – Stock Market and Investing Blog

Episode #203: Sanchal Ranjan, ZiffyHomes, “We Give You A Different Lifestyle To Work And Play”   Guest: Sanchal Ranjan is co-founder and CEO of ZiffyHomes, one of the leading real time online platforms for rental accommodation in India. Date Recorded: 02/04/2020     |     Run-Time: 46:26 Summary: Meb and Sanchal discuss the story behind ZiffyHomes and how Sanchal and his co-founder...

Episode #202: Joe Davis, Vanguard, “The Idea Multiplier…We Believe It’s One Of The First Leading Indicators Of Commercial Innovation”               Guest: Joe Davis is Vanguard’s global chief economist and the global head of Vanguard Investment Strategy Group, whose research and client-facing team develops asset allocation strategies and conducts research on capital markets and global economies. Joe also...

Today, we have good news and bad news. Well, not so much “bad” news, as sobering news. Of course, the silver lining of this is when you understand this sobering news and allow it to temper your investing expectations, you’re more likely to benefit from the good news. Enough vague introduction, let’s jump in with the good news. Most people invest in stocks....

Episode #201: The Case For Global Investing   Guest: Episode #201 has no guest, It’s a Mebisode. Date Recorded: 02/04/2020     |     Run-Time: 45:34 Summary: Episode 201 is a Mebisode. In this episode, you’ll hear Meb discuss his favorite research pieces on international investing from 2019. He covers diversification through the lens of company revenue exposure, international stock dividend yields,...

Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws   Guest: Episode 200 has no guest but is co-hosted by Justin Bosch. Date Recorded: 02/03/2020     |     Run-Time: 53:26 Summary: Episode 200 has a radio show format. We cover a variety of topics, including: Coronavirus – how investors should be thinking about shocks CalPERS firing managers ...

Episode #199: Peter Livingston, Unpopular Ventures, “All My Best Investments Were The Ones I Couldn’t Get Anyone Else To Do”   Guest: Peter Livingston is an angel investor and is the founder and General Partner of Unpopular Ventures. His experience is almost entirely in startups. He was the first engineer at iRhythm, and later, founder and CEO...

Episode #198: Rabi Gupta and Satwick Saxena, EvaBot, “EvaBot Is…A Gifting Assistant…It Makes It Easy For Businesses to Send Gifts”   Guests: Rabi Gupta and Satwick Saxena are co-founders of EvaBot, a company founded in 2016 that puts a new spin on gift giving by harnessing technology to deliver personalized gifts tailored to recipient preferences. Date Recorded: 1/21/20...

Episode #197: Rick Rule, Global Resource Investments, “In Resources You Are Either A Contrarian Or You Are Going To Be A Victim”   Guest: Rick Rule is a leading resource investor specializing in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and...

The below is a summary of a 104(!) tweetstorm I did on twitter the other day...people complained it was hard to read through their monocle glasses so I recreated it here...enjoy! ---- Here are my 6 favorite research pieces of 2019 making the case for global investing... First up, @CreditSuisse with their "Global Investment Returns Yearbook 2019" This is the yearly update to...