Money and Finance
Summary of recent stories of interest, sometimes enduring, to investors.
- First Eagle: Views On Developing Markets
At First Eagle we are often asked how we view the developing markets. Some prospective investors also wonder about our noticeable lack of exposure to the BRIC countries (Brazil, Russia, India and China). After all, the world’s wealth seems to be created...
- Use The Market's Short-termism To Your Advantage
Here's a general criticism that I often hear about investing in companies with economic moats: Companies with economic moats always look expensive and they trade with premium multiples to the market. How can we invest with a suitable margin-of-safety...
- High Yield Reads - 8/10/14
Summary of recent stories of interest, sometimes enduring, to investors: Eddy Elfenbein on a topic that's near and dear to many investors - what poolside investing is really all about. I agree with that watchlists trump screens, but I still like to...
- How Do You Solve A Problem Like Emerging?
That was fast - Emerging Markets went from everyone's darling to everyone's whipping boy. One of the main points of agreement for the last five years or so is that maybe the US would struggle, maybe Europe would struggle but Emerging Markets would...
- Wow To Dividend Mantra Blog (dividends, Iras And Taxes)
I found this amazing blog. Dividend Mantra The guy Jason wants to retire young and investing very aggressively in dividend stocks. He lives very frugal life and invest half of his income! Wow. I was very inspired by his blog. There...
Money and Finance
High Yield Reads - 9/14/14
Summary of recent stories of interest, sometimes enduring, to investors.
- Jason Zweig - Fireside Chat with Charlie Munger. "Knowing what you don’t know is more useful than being brilliant."
- A Wealth of Common Sense - "The Best and Worst Things About Investing in Emerging Markets", the growth is there for all to see, but when it comes to picking winners in stocks that is not so easily done "China had by far the highest economic growth rate but also had one of the worst performing stock markets. Mexico, Brazil and South Africa all showed excellent stock returns with only decent economic growth. Other counties, including Turkey and Taiwan, actually showed economic and market performance that were in line with one another
- Morgan Housel doubts there have been 48,000 "perfect storms" in the last month. Bernstein's shallow risk is an annoyance not deep risk.
- Microsoft buying Minecraft and Co. Count me as a believer. Continue to be impressed with Nadella. If you go way back to the 80s, Apple's strategy had at its core a focus on kids and school computing. What are smart, creative kids doing today? A lot are crafting. So in a week that saw Apple introduce a device with three shopworn features presented as innovation, Microsoft gains direct access to waves of the next generations to hit computing platforms for decades to come.
- John Huber on how to be the best plumber in Bemidji. "The good news is that the stock market is filled with opportunities (10,000 opportunities in the US alone), and most people—if they have the will and the work ethic—can carve out an advantage in some small corner of the market not unlike the one that the best plumbing contractor in that small Minnesota town has."
- First Eagle: Views On Developing Markets
At First Eagle we are often asked how we view the developing markets. Some prospective investors also wonder about our noticeable lack of exposure to the BRIC countries (Brazil, Russia, India and China). After all, the world’s wealth seems to be created...
- Use The Market's Short-termism To Your Advantage
Here's a general criticism that I often hear about investing in companies with economic moats: Companies with economic moats always look expensive and they trade with premium multiples to the market. How can we invest with a suitable margin-of-safety...
- High Yield Reads - 8/10/14
Summary of recent stories of interest, sometimes enduring, to investors: Eddy Elfenbein on a topic that's near and dear to many investors - what poolside investing is really all about. I agree with that watchlists trump screens, but I still like to...
- How Do You Solve A Problem Like Emerging?
That was fast - Emerging Markets went from everyone's darling to everyone's whipping boy. One of the main points of agreement for the last five years or so is that maybe the US would struggle, maybe Europe would struggle but Emerging Markets would...
- Wow To Dividend Mantra Blog (dividends, Iras And Taxes)
I found this amazing blog. Dividend Mantra The guy Jason wants to retire young and investing very aggressively in dividend stocks. He lives very frugal life and invest half of his income! Wow. I was very inspired by his blog. There...