Money and Finance
What I've been reading & listening to - April 21, 2015
Stay patient, stay focused.
Best,
Todd
Subscribe to Clear Eyes Investing by Email
- Thank You
Hi everyone, As some of you know from my Twitter post a few days ago, I recently accepted an exciting role as a small-mid cap analyst in my hometown of Cincinnati. Once I begin my new job, I'm not sure if I'll be able to contribute new posts to...
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My wife and I recently welcomed our son into the world and, like any new parent, I've been thinking about all the things I'll need to teach him as he grows up -- how to ride a bike, how to read, and, of course, how to invest. So with a few minutes...
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Money and Finance
Weekly Reading List 4/21/2015
What I've been reading & listening to - April 21, 2015
- Placing constraints on yourself as an investor - Ben Carlson (A Wealth of Common Sense)
- Value Matters - Wally Weitz via ValueWalk
- Barry Ritholtz's recent interviews with Charley Ellis and Rick Ferri - (Bloomberg - audio)
- Why individual investors do so poorly in the markets - Charles Sizemore
- Thoughts on Neil Woodford's Patient Capital Trust - Richard Beddard
- It's always calmest before the crash - Monevator
- What Jeff Bezos and Neil Woodford have in common - Total Return Investor
- Activity v. inactivity in investing - Jeff Saut via Market Folly
- Similarities between Joel Greenblatt and Stanley Druckenmiller - John Huber (Basehit Investing)
- Exceptions to the rule can make for valuable investments - Matt Brice (Sova Group)
- Howard Marks interviews Joel Greenblatt at Wharton (below)
Stay patient, stay focused.
Best,
Todd
Subscribe to Clear Eyes Investing by Email
- Thank You
Hi everyone, As some of you know from my Twitter post a few days ago, I recently accepted an exciting role as a small-mid cap analyst in my hometown of Cincinnati. Once I begin my new job, I'm not sure if I'll be able to contribute new posts to...
- Weekly Reading List - 3/25/2015
What I've been reading - March 25, 2015 The formula for excess returns - Michael MauboussinToward a taxonomy of stock market winners - Ed Croft via StockopediaMarkel's 2014 shareholder letter - MarkelWhat's wrong with finance - Morgan HouselWhat's...
- Some Investing Advice For My Son
My wife and I recently welcomed our son into the world and, like any new parent, I've been thinking about all the things I'll need to teach him as he grows up -- how to ride a bike, how to read, and, of course, how to invest. So with a few minutes...
- 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...
- High Yield Reads - 5/17/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Consuelo Mack interviews Chuck Akre on the importance of compounding. He uses Markel as a case study. More compounding machines: Base Hit Investor mines the intersection...