Money and Finance
What I've been reading - March 25, 2015
- Starbucks: Buy The Coffee, Wait On The Shares
Starbucks Corporation (NASDAQ:SBUX) has been the top performer in my portfolio compared to the internal rate of return for each position. I initiated a position in the company in April 2014 and have no complaints with the returns. In that time I've...
- The Benefits Of A Focused Investing Approach
When I was working in London a few years ago, I would often hear about a well-regarded investing book called The Zulu Principle by Jim Slater. As an American investor, I'd never come across the book and was curious to figure out what it was all...
- This Is The Opposite Of Real Investing
Innovation in finance is designed largely to benefit those who create the complex new products, rather than those who own them. - Jack Bogle Earlier this week, I came across an article about "math nerds taking over Wall Street" and thought it must...
- Neil Woodford Is Going His Own Way
There was big news today in the income investing world as UK fund manager Neil Woodford announced he will leave Invesco Perpetual in 2014, after managing money there for 25 years. When I first saw the headline, I thought he might be pulling...
- September Passive Income Progress
Even if stock market doesn't make me so happy, this was my best month on dividend earnings so far! In September I was able to purchase RY (Royal Bank of Canada) and CHSP (Chesapeake Lodging Trust). I started tracking my passive income...
Money and Finance
Weekly Reading List - 3/25/2015
What I've been reading - March 25, 2015
- The formula for excess returns - Michael Mauboussin
- Toward a taxonomy of stock market winners - Ed Croft via Stockopedia
- Markel's 2014 shareholder letter - Markel
- What's wrong with finance - Morgan Housel
- What's right with finance - Ben Carlson
- The total return EPS index - Jesse Livermore
- Good place to work = good place to invest? WSJ
- What might a US-focused Neil Woodford portfolio look like? - Total Return Investor
- Interview with valuation guru, NYU professor Aswath Damodaran - ValueWalk
- Is there a "next" Jack Bogle? - Bloomberg
- Being a contrarian is easier said than done - Morgan Housel
- A closer look at Ashmore plc - Maynard Paton
Stay patient, stay focused.
Best,
Todd
- Starbucks: Buy The Coffee, Wait On The Shares
Starbucks Corporation (NASDAQ:SBUX) has been the top performer in my portfolio compared to the internal rate of return for each position. I initiated a position in the company in April 2014 and have no complaints with the returns. In that time I've...
- The Benefits Of A Focused Investing Approach
When I was working in London a few years ago, I would often hear about a well-regarded investing book called The Zulu Principle by Jim Slater. As an American investor, I'd never come across the book and was curious to figure out what it was all...
- This Is The Opposite Of Real Investing
Innovation in finance is designed largely to benefit those who create the complex new products, rather than those who own them. - Jack Bogle Earlier this week, I came across an article about "math nerds taking over Wall Street" and thought it must...
- Neil Woodford Is Going His Own Way
There was big news today in the income investing world as UK fund manager Neil Woodford announced he will leave Invesco Perpetual in 2014, after managing money there for 25 years. When I first saw the headline, I thought he might be pulling...
- September Passive Income Progress
Even if stock market doesn't make me so happy, this was my best month on dividend earnings so far! In September I was able to purchase RY (Royal Bank of Canada) and CHSP (Chesapeake Lodging Trust). I started tracking my passive income...