Coronavirus Bargains 5 – ITs and consolidation
Today’s post is my fifth attempt to make sense of the market chaos wreaked by the coronavirus.
Yearly Archive: 2020
Weekly Roundup, 11th May 2020
We begin today’s Weekly Roundup in the FT with Merryn Somerset Webb, who was talking about Warren Buffett.
Michael Masters – Swimming Through The Markets
Today’s post is a profile of Guru investor Michael Masters, who appears in Jack Schwager’s book Stock Market Wizards. His chapter is called Swimming Through The Markets.
The Most Important Thing 4 – Patience and Luck
Today’s post is our fourth visit to The Most Important Thing by Howard Marks.
Piggyback Portfolio 22 – April 2020
Today post is another look at the Piggyback portfolio of stocks listed on the UK Main Market. How have the last five months gone?
Weekly Roundup, 4th May 2020
We begin today’s Weekly Roundup with The Economist, which is predicting a post-Covid 90% economy.
Expected Returns 6 – The Equity Premium
Today’s post is the fifth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
Stock Screeners April 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Coronavirus Bargains 4 – ITs and AIM
Today’s post is my fourth attempt to make sense of the market chaos wreaked by the coronavirus.
Investing Demystified 3 – More Assets
Today’s post is our third visit to a book that is popular with passive investors in the UK – Lars Kroijer’s Investing Demystified.
